Opinion
Closing the Representation Gap: How Mega-Cap IPOs Test Benchmark Design
Free-float weighting of newly public companies in indexes can keep a corporate giant’s day-one footprint small.
Tag: Portfolio Construction
Asset Allocation
Institutional Investors’ New View of ETFs
In partnering with State Street on exchange-traded funds, the Texas Permanent School Fund and the University of California Board of Regents demonstrate novel uses for the vehicles.
Asset Allocation
AI Debt Issuance Taking Up More Room in Bond Indexes
Technology sector weight increases, but remains a small slice of the total—for now.
Asset Allocation
Active ETFs Play Increased Role in Institutional Portfolios
The investment funds offer advantages and challenges in both active and passive strategies, analysts say.
Asset Allocation
As ETFs Mature, Institutional Allocators Finding New Roles for Them
Growing sophistication and customization of exchange-traded funds is expanding their use by investors to more strategic, long-term investments.
Asset Allocation
Asset Allocation Issues
Family offices are realigning their portfolios to avoid geopolitical, home region, concentration and currency risks.
Opinion
A Terminal Diagnosis
Many institutional portfolios are built on assumptions that may not survive the decade. Those planning ahead are building immunity.
Asset Allocation
Volatility Pushes Investors to Consider Active Strategies
Shifts coming at the portfolio construction and market levels mean allocators need to stay focused on their goals.
Asset Allocation
How Investors Are Choosing Between Active and Passive Strategies
Both approaches have benefits, but the current market volatility has changed how allocators weigh cost and governance differences.
Opinion
How to Responsibly Address AI in Your Portfolio
The Intentional Endowments Network reviews what endowments and foundations need to know about artificial intelligence.
Asset Allocation
Allocators Increase ETF Use to Diversify Exposures
While not a driver of growth in exchange-traded funds, institutional investors have found new use cases for the investment vehicles.
Asset Allocation
Total Portfolio Approach: A New Way to Construct Asset Allocations
CAIA and several asset owners are adopting a new model for choosing and managing assets.