Asset Allocation
TEXPERS Members’ Asset Shift Contradicts Conventional Wisdom
With rising rates and inflation, adding fixed income while reducing alts is the opposite of what most pensions are doing.
Tag: asset allocation
Asset Allocation
Ohio Teachers’ Pension Increases Alts and Fixed Income Targets, Decreases Public Equities
The pension was also able to implement a cost-of-living adjustment thanks to high returns this past year.
Asset Allocation
Why Is Africa’s Largest Pension Pulling Out of Africa’s Largest Asset Management Firm?
Allegations of poor management and corruption are the root of the problem.
Asset Allocation
TexPERS Returns 4.6% in Fiscal 2020
The performance falls well short of the pension funds’ benchmark and assumed rate of return.
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.