Tag: Asset Allocation

OMERS bought nearly 20% of La Trobe Financial from Brookfield.

Despite the robust returns, the world’s largest pension fund fell short of its benchmark’s performance.

Investment managers also plan to significantly boost their holdings in hedge funds and private equity, according to Citi Wealth research.

The pension giant’s acquisition of a majority stake in Tarchon is its fourth major investment in the sector in less than one year.

The $25.2 billion pension fund for university employees is focusing on hiring for its private real estate, infrastructure and agriculture allocations.

Community foundation returns topped private foundations’ for a third year in a row.

Assets of the Alberta Investment Management Corp. reached C$210.7 billion, with big moves in Cenovus, Enbridge, Nvidia and American index ETFs.

The gains raised the pension giant’s asset value to more than $2 trillion.

But the stake may be a drag on Q3 results, as its value has plummeted by nearly $2 billion in two months.

A head of insurance client solutions stresses why long-term investors need to distinguish between measurable risks and the broader uncertainty inherent in investing.

A 7.3% loss from real estate investments created a drag on the pension giant’s performance.

The $300 billion pension giant has been increasing its holdings of international and emerging markets equities.

The increased agility available in public markets might provide more value than the higher-return expectations in private markets.