Opinion
A Terminal Diagnosis
Many institutional portfolios are built on assumptions that may not survive the decade. Those planning ahead are building immunity.
Tag: Risk
Risk
More Volatility or Economic Fallout? How Long-Term Investors Can Identify and Manage Risk
The ‘fundamentals’ that should stay top of mind, especially in current times, include studying data and planning for multiple scenarios.
Alternatives
Appetite for Risk Among Family Offices Expected to Increase
Heightened regulation of riskier assets is a key reason family offices feel better about taking on risk, while allocations to infrastructure are also expected to increase, per a survey from Ocorian.
Pensions
Pension Risk Transfer Premiums Reach $14.6 Billion in Q1
146 contracts were sold in the quarter, a 26% increase from Q1 2023 and an all-time record.
Risk
Finance Chiefs Are Cheerful About the Economy’s Long-Term Prospects
U.S. Bank survey finds 58% of CFOs are optimistic about prospects three years in the future.
Asset Allocation
Allocators Increasingly Shying Away From Risk, Survey Says
Almost half are slowing and one-third are lowering exposure to stocks and other risk assets, per CoreData.
Asset Allocation
Public Pension Funds Continue to Boost Alts Allocations in Search of Higher Returns
The Equable Institute’s State of Pensions 2023 report claims that ‘pension funds are addicted to risk.’
Asset Allocation
Where ESG-Minded Investors Should Put Their Money
Despite a harsh political climate for the concept, a CIO webinar of experts offers some smart insights.
Risk
What Risks Worry Financial Pros the Most?
The market’s course is their chief anxiety producer, a Bloomberg survey finds.
Risk
Exploring ESG Investing: Political Agenda or Economic Factor?
An expert panel lays out what they think ESG really is and how it differs from other socially informed investment strategies.
Risk
$150 Billion Danish Pension Fund Decides to Increase Risk
The fund is the largest of its kind in Denmark.
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.
Special Report: Tips From CIOs and Managers to Avoid Greenwashed Investments
Top CIOs suggest questions to ask when building your theses.
Alternatives
Allocator Insights Webinar August 17: Consultant’s View
Taylor Mammen, Heidi Poon, and David Tatkow will discuss the best opportunities for investors at 2 p.m.
Risk
Ignore ESG Risk at Your Own Peril
Investors who overlook ESG-related issues may miss out on generating alpha, says data science firm RepRisk.