Securities Fraud, ERISA Class Action Settlements Surge in 2025
Tesla, Alphabet and Alibaba paid almost half the money in last year’s 10 largest settlements related to securities and ERISA.
News
Alternatives
New Fund Will Invest in Louisiana Businesses
The Louisiana Impact Fund is aiming for $100 million in investments across lower-middle-market private equity.
Opinion
OCIO Services: A Strategic Investment Partner for Mission-Driven Organizations
Advisers from Fiducient write that the partnerships built on trust, transparency and alignment of purpose work best.
Newsmakers
Wyoming Treasury Names Karl Cheng as CIO
Cheng succeeds Patrick Fleming, who retired in June.
Alternatives
Coller Capital, Ares Management Raise Billions for Secondaries Funds
The $17 billion raised for Coller International Partners IX is already 70% deployed, while Ares raised $7.1 billion for its inaugural credit strategy.
Newsmakers
Lazard Taps Eric Van Nostrand as First CIO
The asset manager also promoted Rosalie Berman to chief operating officer.
Asset Allocation
The Trends That Will Define Hedge Funds in 2026
Agecroft Partners’ Don Steinbrugge says to expect more competition for limited-partner capital.
Regulation
DOL Amicus Brief Sides With Lockheed in PRT Complaint
The department stated that the plaintiffs lack standing and insisted that litigation negatively effects defined benefit plans.
Market Moves
Wyoming Becomes First State to Issue Stablecoin
Backed by Franklin Templeton, the Frontier Stable Token is one of many digital offerings to debut in 2026.
Corporate Moves
Cerity Partners Finalizes Deal With Austin Private Wealth
The OCIO provider will add $1.4 billion in assets in retirement channels.
Pensions
Danish, European Pension Funds Reassess US Investments Amidst Greenland Threats
Given proposals by US President Donald Trump to annex the Danish territory, institutional investors in Europe see their holdings in US Treasurys as one way to respond.
Newsmakers
ABP Appoints Herman Bril as CIO
The $607 billion Dutch pension had been without a permanent CIO since 2024.
Alternatives
Trump Suggests Ban on Institutional Investors Buying Single Family Houses
In an online post, President Donald Trump wrote that he intends the measure to mitigate the housing crisis resulting from an upward spiral of costs.
Newsmakers
Neuberger Snags Emerging Markets Portfolio Managers From Schroders
Vera German and Juan Torres will join Neuberger Berman’s EM equities team in London.
Market Moves
Bob Doll Predicts Growth, Inflation Will Persist in 2026
Annual market projections from Crossmark’s CIO foresee ‘High-Risk Bull Market’ in the coming year.