Tactical Shifts: How Institutional Investors Are Adjusting Asset Mixes Now
Private credit, real estate, emerging markets. Here are the ways CIOs at HOOPP, the James Irvine Foundation, and two others are solving the allocation puzzle.
Tag: Private Credit
Asset Allocation
Special Report: How Private Credit, Subject of Scary Forecasts, Came Out a Winner
Institutional investors like Arizona’s pension plan have done pretty well with this newly popular asset class.
Asset Allocation
CalSTRS Allocates $1 Billion to Direct Lending Firm Owl Rock Capital
The mandate includes opportunistic credit and diversified lending strategies.
Pensions
Pennsylvania SERS Loses 11.69% in Q1
Tumbling equity markets helped weigh down retirement system’s returns.
Risk
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
Big Danish Pension Fund to Trim Fossil Fuel Investments
The trend toward sustainable investments heats up as Denmark’s ATP joins the movement.
NEST Picks Private Market Managers
UK’s $9.9 billion DC plan expects first capital to deploy in October as it prepares to enter unlisted markets.
Asset Allocation
Michigan Endowment May Send More Capital to Seven Funds
Private equity, credit, and hedge fund strategies, recipients of extra investments earlier this year, may be in line for more still.
At Morningstar: PIMCO CEO Sees Growing Business in Private Credit Market
While currently a small part of overall business, private credit could help pension funds meet returns.
Newsmakers
Hirtle Callaghan Goes Tactical in 2019
As volatility returns to the market, the OCIO says investors shouldn’t run from risk assets.
Risk
Arizona Evaluates over $1.5 Billion in Private Credit Investments
System liquidates entire high-yield portfolio.
Commitments Keep on Coming at San Francisco Fund
The San Francisco system makes four more private market commitments, adding to the more than $3 billion already committed this year.
NEST Seeks New Ways to Access Private Credit
UK public fund says DC plans should take advantage of private credit.