Asset Allocation
Maine Pension Plan Eyes Asset Allocation Shift
The proposal’s aim is to reduce risk and enhance income, report to trustees says.
Tag: Private Equity
Asset Allocation
New York State Pension Invests Over $2.6 Billion in Alts in December
The Common Retirement Fund allocates nearly half of the month’s commitments to real estate investments.
Asset Allocation
Healthcare of Ontario Pension Earns 11.28% in 2021
Canadian pension plan tops benchmark as asset value grows to C$114.4 billion.
Asset Allocation
Ohio Teachers’ Pension Increases Alts and Fixed Income Targets, Decreases Public Equities
The pension was also able to implement a cost-of-living adjustment thanks to high returns this past year.
Asset Allocation
NYC Comptroller Changes Tune on Pension Funds’ Alt Holdings
Brad Lander wants the city’s pension funds to be able to invest more in alternative assets. Last year he called some of them ‘risky and speculative.’
Newsmakers
Private Equity Drove CalPERS’ Strong Q4 2021 Returns
The pension fund reported 1.2% returns over its benchmark for calendar year 2021.
Newsmakers
Notre Dame, USC Endowments Return 53.2%, 43.2% for 2021
Robust returns raise the asset values for Notre Dame and USC’s endowments to $20.3 billion and $8 billion, respectively.
Asset Allocation
CalSTRS Increases Co-Investments and Private Equity Allotments
Co-investments are an increasingly attractive way for investors to avoid private equity fees.
What Makes the Yale Model of Investing So Successful?
The heavy focus on alternatives is just one piece of the picture.
Asset Allocation
Private Equity Has Been the Can’t-Miss Investment
The results are stunning, but some challenges confront the popular alt.
Manager Selection
What Will Differentiate the Best Alternatives Investors in the Next 10 Years?
We ask Anton Pil, global head of alternatives for JPMorgan Chase & Co.
Newsmakers
CalPERS’ Project to Measure ESG in Private Equity Has 100 Organizations, $8 Trillion Participating
Environmental, social, and governance investing is notoriously difficult to measure in a private equity context.
Newsmakers
CalPERS Considering Selling Up to $6 Billion in Private Equity Stakes
The report comes after the fund said it would increase its allocation to the asset class.
Asset Allocation
Wellcome Trust Saw 34.5% Returns for Fiscal Year 2020-2021. Here Was Its Strategy.
This is the British health care charity’s best-performing year in two decades.
Regulation
DOL Warns Retirement Plans to Be Cautious About PE Investments
The Department of Labor is concerned fiduciaries will misinterpret its earlier June 2020 letter.