While most forecasts are optimistic for next year, volatility is projected to continue, likely resulting in a variety of strategies rising to navigate it.
New research from National Australia Bank found that artificial intelligence and digitization are the leading themes influencing investment decisions.
CalPERS will vote next month on a proposal to adopt the trending investment strategy.
A KPMG/Agreus survey found that family offices are focusing on shielding assets from market volatility by moving away from cash.
The Canadian pension fund returned 2.2% during the first half of 2025 to raise its asset value to C$140.7 billion.
The Québec pension fund’s asset value rose to $357.5 billion.
The world’s largest endowment also bought 1 million shares of Amazon, despite cutting back sharply on Alphabet, Meta and Microsoft.
CIO connected with Gregory Brown, a professor of finance at the University of North Carolina’s Kenan-Flagler Business School, regarding his research into valuing illiquid assets.
Restrictions on use and the funds’ earmarked status limit how much universities can rely on endowments to address funding shortfalls.
