Asset Allocation
La Caisse’s Equities Portfolio Leads 4.6% First Half Return
The Québec pension fund’s asset value rose to $357.5 billion.
Tag: Asset Allocation
Asset Allocation
Harvard Management Co. Adds Bitcoin, Gold; Slashes Tech Holdings
The world’s largest endowment also bought 1 million shares of Amazon, despite cutting back sharply on Alphabet, Meta and Microsoft.
Asset Allocation
Easier Said Than Done: Shifting Private Foundation Assets to Offset Proposed Tax Could Prove Difficult
Liquidity needs and potential spend-downs make alternative investments a tricky tax-hike solution.
Alternatives
What Investors Need to Know to Value Private Portfolios
CIO connected with Gregory Brown, a professor of finance at the University of North Carolina’s Kenan-Flagler Business School, regarding his research into valuing illiquid assets.
Alternatives
Why Endowments Are Not a Quick Fix for Universities Facing Funding Cuts
Restrictions on use and the funds’ earmarked status limit how much universities can rely on endowments to address funding shortfalls.
Asset Allocation
BlackRock Identifies 1% to 2% as Optimal Bitcoin Allocation
Institutional adoption of the digital asset can dampen its volatility, according to a paper from the asset manager.
Asset Allocation
UK Pension Allocates 3% of Portfolio to Bitcoin
According to pension adviser Cartwright, an unnamed client allocated a single-digit percentage to the digital asset.
Asset Allocation
Largest Managers’ Assets Grew 12.5% in 2023 to $128T
Data from WTW's Thinking Ahead Institute show the 20 largest managers account for almost half of global discretionary assets.
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.
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.