Asset Allocation
The Big Shift
How consolidation and other forces changing the asset management industry are affecting different categories of institutional asset allocators.
Tag: Asset Management
Asset Allocation
Stanford Long-Term Investing Fellowship Accepting Applications
Four candidates will be chosen to spend a year at Stanford University immersed in the investing program that debuted in 2024.
Newsmakers
Onur Erzan Appointed President of AB
Erzan takes over today as president, a role now split from the CEO post. Seth Bernstein had held both titles since 2017.
Corporate Moves
MetLife Completes PineBridge Acquisition
The combined business manages about $735 billion in assets.
Corporate Moves
Janus Henderson to Be Acquired by Trian, General Catalyst for $7.4B
The transaction’s strategic investors include the Qatar Investment Authority, Sun Hung Kai & Co. Ltd. and MassMutual.
Opinion
A 60/40+ Portfolio for the Next 30 Years: A Broader Tool Kit
A J.P. Morgan Asset Management CIO explains why it is time for institutional allocators to ‘diversify the diversifiers.’
Corporate Moves
General Catalyst, Trian Seek to Buy Remaining Shares of Janus Henderson
A Janus Henderson special committee will consider the nonbinding takeover offer, which values the company at more than $7 billion.
Newsmakers
CIO Presents 2025 Industry Innovation Awards
Chief Investment Officer honored the institutional investors, asset managers and service providers driving innovation in their fields at the 2025 Industry Innovation Awards dinner.
A photo gallery from the Influential Investors Forum and the awards event is available here.
Asset Allocation
How Useful Is AI in Institutional Investing Right Now?
Artificial intelligence can make a major contribution by interpreting data, but it will not generate alpha on its own; human analysts remain better with ‘intangible’ information.
Opinion
Mandates on AI Projects Tighten as Asset Managers Focus on ROI, and Efficiency
Off-the-shelf artificial intelligence tools with domain-specific applications are increasingly being adopted, as firms prioritize faster deployment and lower development overhead.
Asset Allocation
How Institutional Investors Can Win the Battle for Top Talent
Success can come from prioritizing diversity of opinions and workplace flexibility to recruit and retain investment, operations and technology personnel.
Research
Global Asset Management AUM Reaches $128T in 2024
Market performance drove 70% of asset manager revenue last year, according to research from the Boston Consulting Group.
Research
Asset Manager IT Pros Report AI Use Slowed by Internal Resistance, Inadequate Infrastructure
Per a survey by Rackspace Technology, most asset managers plan to move digital data to a private cloud to increase security.
Republican AGs File Suit Against Asset Managers Alleging Coal Repression Scheme
11 states filed a complaint against BlackRock, State Street and Vanguard for undermining publicly traded coal companies.
Newsmakers
WAMCO CIO Charged With Fraud
Ken Leech was hit with fraud charges by the SEC for allegedly favoring some client portfolios over others in a scheme by which he profited.