Asset Allocation
What Is the Future of the 60/40 Portfolio?
Already a trope in transition, the traditional portfolio had a rough 2022, so modern-day allocators must evaluate all potential paths forward.
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Asset Allocation
Allocators Increasingly Shying Away From Risk, Survey Says
Almost half are slowing and one-third are lowering exposure to stocks and other risk assets, per CoreData.
Newsmakers
Princeton Names Vincent Tuohey Next Endowment President
Tuohey will take over at PRINCO when Andrew Golden retires next year.
Regulation
Israel-Hamas War Puts Cryptocurrency in CFTC, Treasury Crosshairs
Federal regulators speaking at a SIFMA conference noted crypto’s role in illicit finance, including in the war in Gaza.
Asset Allocation
Why Oil Stocks, Slipping Now, Have a Bright Future
The industry will be needed to bridge the long transition to net-zero from now to 2050, JPM says.
Asset Allocation
An EM Rebound—and It’s Not All About China
Why emerging markets, now in the doldrums, will come back, per Lazard.
Asset Allocation
Will Market Volatility Continue in 2024 and Beyond?
Class of 2023 Knowledge Brokers anticipate what successful investing in turbulent times will look like.
Pensions
Canada Pension Plan Increases Green, Transition Investments by 20% to C$79B
The pension fund also said its internal operations have reached carbon neutrality for scope 1, 2 and 3 emissions.
Regulation
DC Circuit Court Orders SEC to Reconsider Bitcoin ETF
The court ruled in August that the SEC had unfairly blocked the Grayscale bitcoin ETF, given the SEC had already approved two bitcoin futures ETPs.
Asset Management Culture
World’s Largest Asset Managers Lost $18T in 2022, According to WTW
Discretionary assets declined to $113.7 trillion last year, largely due to the difficult investment climate.
Asset Allocation
For Energy Transition Investing, Allocators Eye Private Assets
They provide diversification, and use of them will grow, a Schroders survey finds.
Pensions
Hawaii ERS Misses Benchmark, Target Rate With 2.6% Return in Fiscal 2023
The pension fund increased its asset value to nearly $22.3 billion for the year that ended June 30.
2023 Knowledge Brokers – Rowena Carreon
Rowena Carreon brings more than 25 years of global financial services experience across investment banking, corporate finance and asset management to Addepar. As the head of investment advisory solutions,...
Asset Allocation
How Institutional Investors Are Thinking About Alts
CIO’s NextGen honorees share their thoughts on a range of alternatives, from venture capital and private equity to private credit and infrastructure.
Cash Gets a Bigger Role for Institutions, NextGen Honorees Say
They describe how higher rates have elevated the once-ignored asset class into a vital position.