Asset Allocation
Stocks and Bonds Should Come Back in 2023, Says Cambridge Associates
The consulting firm explains why, even with a recession, it will pay to overweight equities.
Tag: Cambridge Associates
Asset Allocation
Renewable Energy Powers Michigan Endowment to Robust 2.2% Return
CIO credits renewable fuel and sustainable energy investments for outperforming the average by 870 basis points.
Asset Allocation
Stanford University’s Endowment Loses 4.2% in Fiscal 2022
Total assets under management decline to $40.1 billion from $41.9 billion in fiscal 2021.
Newsmakers
Directors Guild Pension Hires USC’s Edgar Smith to be First CIO
Smith, a hedge fund and U.S. equity expert, has been a critical part of the University of Southern California’s endowment.
Despite Headwinds, Institutions See Opportunities
Private market returns have come down off the highs, but institutional investors are keeping the faith.
Asset Management Culture
Tufts Names Craig Smith as Next CIO
The investing veteran has been interim chief since Sally Dungan’s death a year ago.
Index-Besotted Institutions Miss Out on Good Deal: Stock Pickers
Sure, passive beats active hollow overall, but ferreting out the market beaters is worth it. Some pension funds heartily agree, some really don’t.
Asset Allocation
Stanford, Princeton Endowments Return 5.6% Each in 2020
The New Jersey school ends the year among the bottom half of Ivy League endowments.
Market Moves
Pension Investing Strategies for a W-Shaped Recovery
If this is the calm between the storms, plan sponsors should consider adjusting their tactics.
People Moves Roundup
Cambridge Associates promotes two longtime leaders, State Street gets a new COO, and more.
Research
Report: Institutional Investors Should Explore Crypto Investing
Cambridge Associates says despite volatility, cryptoasset industry is developing, not faltering.
Risk
Michigan Endowment Returns 10.7%
Board of regents approves new model portfolio for 2019 fiscal year.
Newsmakers
University of Louisville Sues Former President over Endowment Losses
James Ramsey, four others are accused of enriching themselves while depleting the endowment.
Lack of Hedging Threatens Pensions Recent Improvements
Report says sponsors must be aware of three new kinds of risk.
Risk
IRS’ Delay in Implementing Mortality Tables Affects Pension Decisions
Move means plan contributions, PBGC premiums may rise.