Tag: Portfolio Management

Asset Management Culture June 24, 2020

Pennsylvania Fund Debates How Best to Invest in Today’s Environment

Low stock valuations and bond yields leave PSERS questioning next moves.

Corporate Moves June 17, 2020

Exclusive: Raphael Arndt’s Ascension to CEO of the Future Fund

Arndt discusses with CIO his leadership strategies focusing on the democratization of intelligence and empowering individuals within the fund.

Risk March 13, 2020

San Francisco Pension Pledges to Go Carbon Neutral by 2050

The city employees’ retirement system joins others around the world who’ve promised to do the same.

Risk February 20, 2020

Texas TRS Looks to Replace Some Public Equity Allocation with Private Credit

The fund’s new CIO Jase Auby describes the portfolio’s new path forward.

Asset Allocation January 29, 2020

Australia’s Future Fund Invests Directly in Cloud Computing After Best Returns Since 2015

The Australian mega fund acquires a 24.1% stake in data center operations.

Asset Allocation November 18, 2019

CalPERS Falling Short of Private Equity Goals

Asset class shrinking, and pension will need to allocate at least $3 billion more than last fiscal year to sustain 8% target.

Asset Management Culture October 11, 2019

Case Study: Seeking More Agility, University of California Redesigns Fintech Platform

Collaborating with Solovis to transform data and processes, the university expects to save $2 million annually over 10 years with more agile platform.

News October 2, 2019

Los Angeles Lays Out Tentative Strategy for First-Time Real Assets Portfolio

Pension picks up infrastructure for the first time, and forms a new inaugural ‘real assets’ strategy.

Industry White Papers

Case Study: Choosing an Index is an Active Decision In this dynamic market, investors are finding unique strategies to address their unique goals.

Russell Investments 10×10 Report: Diversity & Inclusion Hear firsthand how the world’s leading asset owners and asset managers face the challenge of D&I.

Revisiting Earnings Acceleration as a Source of Diversifying Excess Returns Is earnings acceleration an underused source of diversification and excess return? See what the new data shows.

A customized approach to ESG doesn’t have to be expensive Many investors are finding that off-the-shelf approaches are not meeting their organization’s unique ESG needs. This case study explores how Invesco created a suite of ESG mandates which track custom-built indexes for a large US-bank, focusing on specific environmental and social issues.

Investing in Companies That Are Shaping the Future For institutional investors, particularly public plans, the need for diverse and uncorrelated returns is paramount. Both traditional global equity investors and those committed to sustainable investment agendas would benefit from an actively managed allocation to the decarbonization theme.