Pensions
U.K. Autumn Budget Advances DC Consolidation, Lifetime Income Reforms
The Treasury aims to make defined contribution plan mergers easier, as well as mandating retirement income for plan participants.
News
Asset Allocation
The Popularity of Tax Alpha is Growing Among High-Net-Worth Investors
Recent IRS notices suggest federal regulators are taking a closer look at some tax-alpha strategies and could impose additional restrictions.
Research
Demographics, Market Complexity are Changing Family Offices
As family offices grow, new offices and next-generation principals may require more cash, more education, Bank of America research found.
Opinion
Analytical Transparency: A Practical Path Forward for Private Assets in the Total Portfolio Era
The standard for what constitutes a prudent fiduciary process for private assets in defined contribution plans remains to be defined.
Research
Institutional ETF Usage By the Numbers
Data from a 2026 Coalition Greenwich study show ongoing growth of exchange-traded fund holdings in institutional portfolios.
Asset Allocation
Yale Endowment Delivers 26.3% Investment Return for FY 2026
Assets of the institution rose to $54.5 billion at the end of June.
Pensions
Canadian Pension Giant Takes 20% Stake in Australian Investment Manager
OMERS bought nearly 20% of La Trobe Financial from Brookfield.
Newsmakers
Pictet Asset Management Names US Institutional Distribution Head
Rick Bisignano will lead client engagement with asset allocators in the region.
Corporate Moves
AI-Native Research Platform for Allocators Launches
ProAllocate aims to make asset managers’ insights more easily accessible for institutional investors.
Asset Allocation
Insurers Find Greater Use for ETFs
Exchange-traded fund usage has reached a record high among general account investors that are using the vehicles for several purposes.
Corporate Moves
Apollo to Take Stake in Abu Dhabi’s Mubadala Capital
As part of the deal, the affiliate of the Abu Dhabi government’s sovereign fund will receive $5 billion in commitments for alternative strategies.
Regulation
Broker/Dealer Firms Receive Green Light on Projecting Investment Performance, Targeted Returns from SEC
The Financial Industry Regulatory Authority originally filed the new marketing rule in February.
Asset Allocation
Dartmouth Endowment Returns 17.5% in Fiscal 2026
Assets managed by the college rose to $10 billion at the end of June.
Pensions
PBGC Updates Premium Rates, Guarantee Limits for 2027
Both measures will rise slightly more than inflation next year.
Asset Allocation
PSP Investments and Nuveen Launch $790M Commercial Real Estate Joint Venture
The two firms will acquire open-air shopping centers across the U.S.