Asset Allocation
Brown University Endowment Returns 11.3% in Fiscal 2024
Assets of the endowment grew to its record high of $7.2 billion at the end of June.
Tag: Asset Allocation
Alternatives
Cerulli: Institutional Investors Shifting Away from Active Strategies ‘in Favor of Illiquid Private Markets’ Assets
Asset allocators and other investors are shifting their risk budgets away from active strategies, according to a report.
Asset Allocation
Citi Survey: 60% of Family Offices Have Own CIO
Smaller funds were most likely to outsource the chief investment officer role, according to the bank’s 2024 family office survey.
Asset Allocation
Annual Return for Australia’s Future Fund Termed ‘Very Strong’
A 9.1% return in fiscal 2024 added A$18.8 billion to the sovereign wealth fund’s portfolio.
Opinion
Lessons on How to Manage Major Systemic Risks
Investors’ thoughts on how system-level investing, focusing on interconnections between stressed, complex systems, can impact portfolio performance and where it can help.
Pensions
Penn SERS Adjusts Asset Allocation Targets, Makes New Commitments
The fund will decrease its emerging equities exposure target for US equities as it reports a 3.81% return in the first quarter.
Alternatives
Illinois Municipal Retirement Fund Approves $282.5 Million in Commitments to Four Alternatives Managers
Five commitments in total were approved to AUA Private Equity Partners, Inflexion, Sterling Group and H.I.G Capital Partners.
Asset Allocation
Alaska Permanent Increases Private Equity and Income While Cutting Real Estate
The state's sovereign wealth fund also reported a $1.5 billion increase in asset value during 2024's first quarter.
Asset Allocation
Where Does a Bitcoin ETF Fit in an Allocator’s Portfolio?
Pension funds are beginning to explore exposure to cryptocurrencies, which could act as diversifying assets.
Alternatives
Insurance CIOs See Alternatives Driving Portfolio Returns
There is no “turning back” to traditional asset allocations, according to KKR.
Asset Allocation
Ned Davis Snubs Cash Investing, Lauds Stocks and Gold
Research firm overweights equities and bullion, amid pending rate drop.
Asset Allocation
MassPRIM Adopts New Asset Allocation
The Bay State’s investment management board seeks to achieve a 7% annualized rate of return while accepting no greater than a 20% drawdown.
Asset Allocation
Japanese Pension Giant Rebounds in Fiscal Q3
The Government Pension Investment Fund’s investments returned 2.62% during the quarter that ended in December 2023, raising its asset value to more than $1.5 trillion.
Asset Allocation
Alternatives Watch Research, Vidrio Release 2024 OCIO Outlook
Private equity and credit are expected to dominate asset mandates for the next 12 to 14 months.