How Pension CIOs Are Dealing With the Pandemic Storm
Handling asset rebalancing, maintaining board relations, and dealing with outside managers with big ideas are important items on plan managers’ agendas.
Tag: Asset Allocation
Alternatives
Alaska Permanent Fund Contemplates a New Dalio-Backed Gold Allocation
The new allocation would provide the portfolio with a new risk-mitigating asset class, citing the support of Bridgewater Associates’ Ray Dalio.
CIO Roundtable (Part 3): The Coronavirus’ Chain Reaction on Asset Allocation, Modern Society, and Portfolio Performance
Chief investment officers discuss their approaches in keeping their asset allocation strategies distinct when asset performance is out of control.
CIO Roundtable (Part 2): Alternative Investment Performance in an Alternative Environment
Chief investment officers from leading institutions share their insights on alternative asset dynamics stimulated by the coronavirus pandemic.
Alternatives
CAIA Clears Path for Democratization of Alternative Assets
The Chartered Alternative Investment Analyst organization cites the key attributes the alternative asset industry must improve upon to become more accessible.
CIO Roundtable (Part 1): How Top Asset Allocators are Dealing with Today’s Volatile Market
Asset allocators from the most prominent US institutions offer wisdom and advice to the industry and discuss the pandemic’s effects on their funds.
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.
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.