Regulation
SEC Permits Dimensional to Offer Dual Mutual Fund–ETF Products
The order would allow for a hybrid fund that combines two popular investment vehicles.
News
Corporate Moves
Apollo Launches Sports Investing Platform
The firm’s Apollo Sports Capital business will make commitments in sports and live events.
Corporate Moves
GP Stakes, Co-Investments Rise as LPs Seek Deeper Partnerships
Limited partners want greater oversight over their illiquid investments.
Manager Selection
Market Commentary, Thought Leadership Influence Manager Selection
Institutional investors value managers’ investment content, which overwhelmingly informs investment decisions, CoreData Research finds.
Alternatives
PE Hospital Ownership Led to Increase in Patient Deaths, Research Finds
Emergency room mortality increased after acquisition, a result of cuts to staffing and pay, according to researchers at Harvard Medical School, the University of Chicago and the University of Pittsburgh.
Pensions
IPERS Returns 9.87% in Fiscal 2025
Assets of the Iowa Public Employees’ Retirement System rose to $46.68 billion.
Asset Allocation
Review Finds Impact Investing, Fossil Fuel Divestment Do Not Harm Returns
The Rockefeller Brothers Fund beat its primary benchmark while growing climate focus and ESG integration, consultant TIIP found.
Opinion
The Forces Propelling Direct Lending: As It Scales, Complexity Follows
What CIOs should be watching as private lending moves into the mainstream of corporate financing and institutional portfolios.
Newsmakers
Cystic Fibrosis Foundation Names Adela Skenderasi as CIO
The OCIO executive will take the helm of the foundation’s investments in October.
Asset Allocation
How Timberland, Agriculture Can Fit Into Asset Owner Portfolios
Timber, farmland and other renewable resource investments provide steady returns, diversification and capital preservation.
Pension Risk Transfer Lawsuit Against General Electric Dismissed
The company was accused of violating its fiduciary duty by picking Athene for a $1.7 billion PRT in 2020.
Corporate Moves
ISS Launches Engagement Disclosure Solution for Institutional investors
The new solution aims to streamline regulatory reporting.
Opinion
Unlocking 401(k) Innovation: Litigation Risk Is Stifling Thoughtful Stewardship
How the recent executive order on private assets in defined contribution plans could pave the way for investment committee excellence.
Corporate Moves
Morningstar to Acquire Center for Research in Security Prices
The purchase from the University of Chicago of the provider of historical stock market data and indexes is valued at $375 million.
Corporate Moves
Janus Henderson Subsidiary to Sell Stake to Annuity, Life Insurance Firm
The deal will bring $600 million in capital commitments to the asset manager’s private credit affiliate, Victory Park Capital, from CNO Financial Group.