Market Drilldown
Private Equity Moves Into Insurance: Rewards Are Strong, but So Is Risk
The tiff over Brookfield’s new acquisition underscores the pros and cons.
Tag: Asset Allocation
Asset Allocation
Phoenix Pension Fund Returns 5.4% in Fiscal 2023
The City of Phoenix Employees' Retirement System’s asset value grew to nearly $3.4 billion as of the end of June.
Market Drilldown
Cash Gets a Bigger Role for Institutions, NextGen Honorees Say
They describe how higher rates have elevated the once-ignored asset class into a vital position.
Asset Allocation
How Institutional Investors Are Thinking About Alts
CIO’s NextGen honorees share their thoughts on a range of alternatives, from venture capital and private equity to private credit and infrastructure.
Newsmakers
CIOs Assess the Legacy of Harry Markowitz
Six investment chiefs discuss the legendary economist’s theory and its limitations.
Market Drilldown
How Managers of Pension Funds, OCIOs Are Approaching Risk
Whether aiming to transfer or reduce risk or looking to diversify, managers are considering a wide range of options, including private credit.
Asset Allocation
Insurers Eye Riskier Investments, One-Third Make Major Changes
Impact investing and longer-duration bonds are on the buy list, says Nuveen.
Asset Allocation
Corporate Pension Funds Are in Good Shape, So What’s the Worry?
Goldman’s Michael Moran warns against complacency and issues some warnings.
Asset Allocation
‘Bonds Are Back’: Allocators Eye Elevated Returns
Higher interest rates have turned fixed income from a ho-hum investment into the hot new thing. Just ask LACERA.
Asset Allocation
Notre Dame Endowment Loses 6.9% in 2022
While a far cry from 2021’s 53.2% return, the pool outperformed its benchmark by 660 basis points.
Pensions
Ohio State Pension Approves New Asset Allocation
OPERS increases its exposure to alts and U.S. equities, while cutting back on fixed income and foreign equities.
Research
Private Equity, Venture Capital Outpace Public Equities in 2022 Higher Education Endowments
Despite negative investment performance and a drop in asset values in 2022, endowments provided $25.85 billion in financial support in fiscal 2022, a NACUBO-TIAA study found.
Pensions
New York Common Retirement Fund Cuts Public Equities in Favor of Alts
The $242 billion pension giant reported a robust 4.51% investment return in Q3 of its fiscal year.
Pensions
PIMCO Investment Managers Tell SCERA They Expect Debt to Bounce Back in 2023
The $3.2 billion Sonoma County Employees’ Retirement System’s investment committee heard a discussion about the current state of fixed income.