Research
Demographics, Market Complexity are Changing Family Offices
As family offices grow, new offices and next-generation principals may require more cash, more education, Bank of America research found.
Tag: private assets
Opinion
Analytical Transparency: A Practical Path Forward for Private Assets in the Total Portfolio Era
The standard for what constitutes a prudent fiduciary process for private assets in defined contribution plans remains to be defined.
Market Moves
Secondaries, and Market Complexity, on the Rise
Limited partner-led private equity secondaries are driving the market to record highs, a trend likely to continue and to expand to private credit.
Asset Allocation
US Pension Plan Managers Split on Primary Benefit of Private Assets
An Ortec Finance survey sheds light on what pension fund executives expect in the coming years.
Asset Allocation
CPPIB Ekes Out 1% Gain in Q1, Promotes Caitlin Gubbels to Head of Private Equity
Public and private assets helped the pension fund swing from a loss one year earlier to raise its asset value to $471.5 billion.
Pensions
CalPERS Approves New Private Assets Allocation in Private Equity Push
The pension fund will increase private market assets to 40% of its portfolio, up from 33%, reducing equities and fixed income.
Asset Allocation
Private Capital Payouts Are Sub-Par, Hamilton Lane Charges
These alternative asset funds reduce distributions to investors amid high rates and recession jitters.
Opinion
Can Private Asset Allocations Lead to Privation?
Strategic asset allocation is not static asset allocation; how are investors managing embedded beta risks in private asset portfolios?
Asset Allocation
For Energy Transition Investing, Allocators Eye Private Assets
They provide diversification, and use of them will grow, a Schroders survey finds.
Asset Allocation
Public Equities Buoy CalSTRS’ 6.3% Investment Return for Fiscal 2023
The pension giant’s public equity portfolio returned 16.7% for the year, but the overall portfolio fell short of its 7% target.
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
Private Market Technology Investments Are Here to Stay
After an immensely challenging year for technology companies, professional investors discuss the reasons why private technology assets are still compelling investments.
Asset Allocation
2022 Not-for-Profit Investment Survey Finds Significant Presence in Private Markets
The trend coincides with an increased awareness of and emphasis on environmental, social and governance issues.
Despite Headwinds, Institutions See Opportunities
Private market returns have come down off the highs, but institutional investors are keeping the faith.
Asset Allocation
Institutional Investors Double Down on Private Assets
Schroders says the pandemic exacerbated the need to diversify away from equity/bond market volatility.