Asset Allocation
Family Offices Growing in Number, Size
Expansion can warrant professionalization and put offices in competition for personnel with asset managers and institutions.
Tag: Due Diligence
Pensions
Norway Pension Giant’s ‘Ethical’ Investment Policy Placed on Hold by Parliament
The $2.1 trillion Norges Bank Investment Management will not be able to exclude companies or put them under observation for almost a year, while a legislative committee reviews its standards.
Risk
Structured Alpha Manager Settlement Offers Due Diligence Lessons
Investors need to ask about managers’ controls and for ‘evidence’ they are being used, consultant says.
Research
How AI Can Help Asset Managers Do Their Jobs
Digging up data, boosting productivity, divining client needs—these are among the benefits artificial intelligence can bring, per a BCG report.
Asset Allocation
Amnesty International Scolds University Endowments for Human Rights Indifference
The report gives failing grades to several major university investment offices due to a lack of ‘human rights due diligence.’
Asset Allocation
Scrutiny as a Return Driver
Allocators need to re-think due diligence in the wake of write-downs in private markets.
6 Investing Lessons From the TV Show Billions
The shenanigans of its scheming characters may seem absurd, but they have real-world applications.
Risk
Ignore ESG Risk at Your Own Peril
Investors who overlook ESG-related issues may miss out on generating alpha, says data science firm RepRisk.
Manager Selection
Conducting Due Diligence During a Pandemic
Mercer-Backstop alliance allows asset allocators to kick the tires on investments remotely.
As Funds Switch to Remote Work, Outside Manager Selection Gets Tougher
For some asset allocators, traditional due diligence activity has halted. Others look for new ways to assess hiring investment wranglers.
Asset Management Culture
Investors Adjusting Their Travel Practices Due to Coronavirus
Some of the country’s largest institutional investors are taking precautionary steps to protect their staff from the virus.
Newsmakers
PSERS Signs Due Diligence Mandate with IMDDA
Organization to add mergers and acquisitions class next year.