Asset Allocation
TexPERS Returns 4.6% in Fiscal 2020
The performance falls well short of the pension funds’ benchmark and assumed rate of return.
Tag: asset allocation
Tactical Shifts: How Institutional Investors Are Adjusting Asset Mixes Now
Private credit, real estate, emerging markets. Here are the ways CIOs at HOOPP, the James Irvine Foundation, and two others are solving the allocation puzzle.
How Jeffrey Gundlach Gets Ready for Higher Rates
Check out the Bond King’s model portfolio designed to hedge against inflation and—oh, yeah—deflation, too.
Risk
Think You’ve Got the Risk-Return Mix Down? Guess Again
Many institutional investors trip on undetected hazards, Northern Trust study says.
Asset Management Culture
ESG Becoming the New Normal for European Pensions
The vast majority of pensions now consider the environmental, social, and governance risks to their investments.
Pensions
Alaska Permanent Fund Returns 2% in Fiscal 2020
The sovereign wealth fund beat a passive index benchmark, but missed its return target.
Market Moves
A 60-40 Portfolio Is Still the Bomb, Says Vanguard
Some have questioned the conventional asset split, but its performance during this messy year shows its worth, the firm declares.
How to Rebalance Assets while Skipping Past the Perils
Investing savants have ideas for you, ranging from preferred stocks to asset-backed securities.
Alternatives
MUFG Forecasts Expansion of Private Markets Activity Post-Pandemic
A further consolidation of private funds, big opportunities in distressed debt, and flexibility in opportunity sets are in the cards for private markets investors.
How Pension CIOs Are Dealing With the Pandemic Storm
Handling asset rebalancing, maintaining board relations, and dealing with outside managers with big ideas are important items on plan managers’ agendas.
Alternatives
Alaska Permanent Fund Contemplates a New Dalio-Backed Gold Allocation
The new allocation would provide the portfolio with a new risk-mitigating asset class, citing the support of Bridgewater Associates’ Ray Dalio.
CIO Roundtable (Part 3): The Coronavirus’ Chain Reaction on Asset Allocation, Modern Society, and Portfolio Performance
Chief investment officers discuss their approaches in keeping their asset allocation strategies distinct when asset performance is out of control.
CIO Roundtable (Part 2): Alternative Investment Performance in an Alternative Environment
Chief investment officers from leading institutions share their insights on alternative asset dynamics stimulated by the coronavirus pandemic.
Alternatives
CAIA Clears Path for Democratization of Alternative Assets
The Chartered Alternative Investment Analyst organization cites the key attributes the alternative asset industry must improve upon to become more accessible.
CIO Roundtable (Part 1): How Top Asset Allocators are Dealing with Today’s Volatile Market
Asset allocators from the most prominent US institutions offer wisdom and advice to the industry and discuss the pandemic’s effects on their funds.