Asset Allocation
BlackRock Touts Its Ideal Asset Mix to Hit Allocators’ Target Returns
The best chance of reaching a 7.5% gain is to go heavily into bonds, its study contends.
News
Manager Selection
The University of Chicago Office of Investments Seeks New Managing Director
The University of Chicago, which holds a portfolio of nearly $14 billion, is seeking a new managing director to join its investment team.
Asset Allocation
Harvard Endowment’s 1.8% Loss Deemed ‘Very Good Result’
Despite the negative return, Harvard is outperforming most of its peers after lagging in 2021.
Asset Allocation
How Pension Plans Evolved Out of the Great Financial Crisis
Despite the recession and subsequent loss of assets value, pensions plans continued to pay out over a trillion dollars in benefits to stakeholders over the recessionary era.
Asset Allocation
Factors Grow in Popularity Among Investors, Study Says
Using methods other than market value should give superior performance amid slow economic growth and rapid inflation, respondents believe.
Risk
BNY Mellon’s Digital Asset Custody Platform Goes Live in U.S.
The bank hired digital asset tech firms Fireblocks and Chainalysis to help develop multi-asset platform.
Asset Allocation
U.K. Pensions Doom Loop May Not Be Over
Rebalancing pension portfolios in the wake of the LDI crisis may prove difficult.
Research
Alternative Investment Professionals Survey Respondents: Recession Imminent
Nearly three-quarters of alternative investment professionals believe the U.S. is already in a recession or will enter one by year’s end, an EisnerAmper survey finds.
News
Columbia, Brown, Iowa Endowments Lose 7.6%, 4.6%, 2.4%
Falling markets and rising inflation take toll on endowment investment portfolios.
Research
Economic Concerns Likely to Spur Pension Risk Transfers
The vast majority of plan sponsors say inflation and rising rates are influencing their de-risking decisions.
Market Moves
3rd Quarter Earnings Season Gets Off to a Wheezing Start
Banks’ so-so results don’t inspire confidence, as the stock market continues its losing ways.
Market Moves
Shredded Equities Get New Love: ETF Inflows Are Up
Inflation is still sizzling and geopolitics are scary, but even Cathie Wood’s fund is attracting investors again.
Asset Allocation
MIT, Bowdoin Endowments Lose 5.3%, 7.1% in Fiscal 2022
‘Challenging economic conditions’ reduce MIT’s endowment by nearly $3 billion.
Market Moves
Fright Among British Pension Funds as Bonds Buying Ends
Bank of England says it is ceasing support for gilts on Friday, as plans face punishing margin calls amid tanking fixed-income values.
Pensions
Funding Status of Pensions Increases Marginally Despite Equity Market Downturn
Concluding the September pension watch, two consultants monitored that funding ratios in U.S. plans had eclipsed over 100% funded.