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.
Tag: Asset Allocation
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.
Research
Hidden Risks Still Bedevil Allocators’ Returns, Updated Study Warns
Institutional investors’ attempts at diversification often are self-defeating, says NTAM in a new version of its 2020 jeremiad.
Asset Allocation
NYC Pension Launches Dashboard, Reveals 25% Alts Allocation
The city’s five pension funds have $61.5 billion invested in private equity, alternative credit, and private real estate combined.
Asset Allocation
BlackRock Touts Its Ideal Asset Mix to Hit Allocators’ Target Returns
The best chance of reaching a 7.5% gain is to go heavily into bonds, its study contends.
Risk
Here’s Where to Find Opportunities Amid Slow Growth, Says Report
Private equity, hedge funds and high-yield bonds are promising investments for the future, Northern Trust Asset Management advises.
Asset Allocation
IPERS Reallocates Portfolio and Portfolio Agenda
The reallocation sees the fund increasing its overall investment in private equity by 400 basis points.
Asset Allocation
Allocation Implementation in a Challenging Investment Environment
Donald Pierce discusses his allocation strategies as CIO of the San Bernardino County Employees’ Retirement Association.
Asset Allocation
2022 Not-for-Profit Investment Survey Finds Significant Presence in Private Markets
The trend coincides with an increased awareness of and emphasis on environmental, social and governance issues.
Newsmakers
Robert Wood Johnson Foundation Seeks New CIO
The $12.7 billion foundation is looking to replace Brian O’Neil, who is retiring at the end of the year.
Manager Selection
Allocators Plan to Boost Consultant Use, Cerulli Says
More than a third of asset allocators will up their usage or hire consulting firms for the first time, a survey finds.
Asset Allocation
New Mexico Teachers’ Fund Scores Small Gain for Fiscal Year
In a tough time for investments, the fund logs a 1% portfolio increase.