Asset Allocation
Defined Benefit Plans Returned 4.47% in the First Quarter
Strong equities boosted returns for asset owners in the first quarter of 2024.
Tag: Fixed-Income
Asset Allocation
What Do Allocators Like in Choosing Hedge Funds?
A thumbs-up for long-short and market neutral, and down for ESG and crypto, says Agecroft Partners.
Corporate Moves
Chris Roth Named Northern Trust Asset Management’s CIO of Global Fixed Income
Roth joins the $1.2 trillion asset manager after almost a quarter-century at Morgan Stanley.
Asset Allocation
Norway’s Pension Fund Global Rebounds in 2023, Still Misses Benchmark
Rallying equities helped the pension giant return 16.1% during the year, but it fell 18 basis points shy of its benchmark.
Asset Allocation
Institutional Investors Will Focus on Fixed Income in Search of Alpha, per Aeon Investments
Of surveyed institutional investors, 94% reported they will seek to increase holdings in the asset class.
How Bad Was 2022 for Asset Managers? Assets Dipped 10%
Thus far this year, the recovery is muted, a McKinsey study finds.
Asset Allocation
Institutional Investors Seek Low-Risk Assets, More Diversified Portfolios
An MFS Investment Management survey reveals that investors are flocking to fixed income and international equities.
Asset Allocation
Do Consultants Help Investment Returns?
A CIO Allocator Insights panel offers advice on dealing with outside advisers.
Asset Allocation
Equity Gains Buoy Ohio School Employees’ 7.4% Return in Fiscal 2023
The School Employees Retirement System of Ohio topped its benchmark and raised its asset value to $17.8 billion.
Asset Allocation
Equities, Fixed Income Fuel 9.1% Return for Korean Pension Fund in 1st Half of 2023
The strong performance raised the National Pension Service’s asset value to approximately $740 billion.
Asset Allocation
Ontario Teachers’ Pension Reports 1.9% Return for 1H 2023
The C$250 billion pension fund also netted a 4.8% return for the 12-month period that ended June 30.
Asset Allocation
Fixed Income Makes a Comeback in Sovereign Wealth Fund Portfolios
But the institutional investors revamped their approach to the asset class after it failed to protect them when equities tanked in 2022.
Asset Allocation
Insurers Tap Money Managers for Opportunities in Real Estate, Private Credit Markets
A recent surge in home construction has insurers eyeing investment opportunities in the single-family and multi-family residential sectors.
Asset Allocation
‘Bonds Are Back’: Allocators Eye Elevated Returns
Higher interest rates have turned fixed income from a ho-hum investment into the hot new thing. Just ask LACERA.
Pensions
Swedish Pension AP1 Loses 8.6% in 2022
Despite alts gains, fixed income and equities weigh down portfolio, contributing to investment losses of nearly $4 billion for the year.