Asset Allocation
CalPERS Falling Short of Private Equity Goals
Asset class shrinking, and pension will need to allocate at least $3 billion more than last fiscal year to sustain 8% target.
Tag: asset allocation
Asset Allocation
Baby Boomers Carry Risky Levels of Stocks, Says Fidelity
Almost 1 in 3 of them are heading into retirement equity-heavy, fund house finds.
Asset Allocation
Rhode Island Turns to Options and Emerging Markets Debt to Improve Funding
NEPC guides the state’s investment commission through the addition of new asset classes.
Asset Allocation
The 60-40 Stock-Bond Asset Mix Is Dead, BofA Warns
Equities will offer better risk-adjusted returns in the future, and bonds will slide, a report predicts.
Asset Allocation
Alaska Contemplates Market Trends for Next Asset Allocation Strategy
CIO Marcus Frampton discusses the implications of each asset class while preparing for a new strategic asset allocation.
UK Bank Touts Venture Capital, Growth Equity for DC plans
British Business Bank says alt assets could boost returns, reduce volatility.
How Asset Balancing Has Gotten More Complex
Bring on the exotica: Public pension plans are going lighter on stocks and bonds, as their alt ownership has almost quadrupled.
CalSTRS Investment Staff Wants Stock Reductions
The volatility of equity markets means CalSTRS staff wants to be less dependent on stock investments.
CalPERS Introduces New Trust Portfolio to Ease Employers’ Woes
State delivers a unique avenue for employers to mitigate contribution volatility.
Asset Allocation
CalSTRS Takes a Look at Other Allocation Options
Pension identifies six potential asset allocations for $236.9 billion portfolio.
Asset Allocation
Oregon PERF to Shift Public Equity Allocations
Risk parity, alts-focused diversifying strategies portfolios introduced at meeting.
Asset Allocation
Texas Teachers to Shake Up Strategic Asset Allocation
Fund aims to protect against equity risks.
Asset Allocation
Arizona PSPRS Consolidates 10 Asset Classes into 3
Public safety pension plan will benefit from greater simplicity, says CIO Mark Steed.
Opinion
OP ED: In Investment Management, It Takes Two to Tango
Human/Machine interaction must be optimized to drive successful outcomes.
Asset Allocation
Ohio PERS Advances New Asset Allocation Studies
$100 billion pension debates new approaches after reducing assumed rate of return twice in recent periods.