Asset Allocation
How Big Is OCIO Market? At Least $4.79T, per Chestnut Advisory
Outsourced CIO assets are at least 25% larger than average estimates, the investment consultant found.
News
Market Moves
US Stocks Fall After Tariff Announcement
The major indices declined as trade war threats, previously seen as a negotiating tactic, have become a reality.
Asset Allocation
Independent Schools Increasingly Using Outsourced CIO Providers
Nearly one-half of institutions surveyed by Commonfund reported using an OCIO.
Alternatives
Investors Move More Into Alts Following Stock Surge
Illiquid asset classes are among those viewed as stable amid growing uncertainty about the U.S. economy and global public markets.
Asset Allocation
With Interest Rates Elevated, It’s Time for Fixed Income
Investors are upping their allocations and focused largely on U.S.-based investments.
Alternatives
Is the Shine Coming Off of Private Credit’s ‘Golden Age’?
Private credit funds are sitting on piles of money, but the slowdown in M&A is having an impact.
Opinion
Weathering the Storm: Investment Solutions for Climate Resilience
For institutional investors, the market and environment realities demand long-term planning for a range of outcomes.
Research
AI Energy Drain Among Issues Facing ESG Investors
Data center energy needs, human rights and plastic pollution are among trends for investors to watch, according to ISS ESG.
Pensions
Florida SBA Files Complaint Against Target for LGBT Pride Campaign
The state pension manager accuses the retailer of exposing itself to losses for its ‘ESG and DEI’ initiatives.
Pensions
CDPQ Assets Grow to $328B With 9.4% Return
In 2024, equities, private equity and infrastructure drove the Québec pension fund’s performance.
Manager Selection
UK Pension Replaces State Street With Invesco, Amundi for $35B Mandate
The $40 billion People’s Pension’s moved the vast majority of its assets away from State Street Global Advisors to stay aligned with the fund’s responsible-investment policy.
Pensions
PBGC’s SFA Program Boosts Multiemployer Funded Level to 97%
Without the $16 billion in special financial assistance from the Pension Benefit Guaranty Corporation, the plans’ funded level would have ended 2024 stagnant, per Milliman study.
Newsmakers
Treasury Names JR Gibbens as Sovereign Wealth Fund Adviser
Air Force veteran Gibbens and others were appointed by Secretary of the Treasury Scott Bessent Wednesday.
Alternatives
McKinsey Sees Private Equity on Comeback Trail for 2025
Despite a murky two years that included a decline in fundraising, PE is showing resilience, according to the consulting firm McKinsey & Co.
Newsmakers
Cbus Appoints Deputy Investment Chief
Leigh Gavin was promoted at the Australian superannuation fund after serving as head of portfolio strategies.