Asset Allocation
Ray Dalio Sees Investors Ill-Prepared to Weather Next Bear Market
Bridgewater superstar says a strategic asset mix will ‘distinguish the winners and losers’ in the next slump.
Tag: Risk
Investors Mixed on AI Helping, Replacing Jobs in 2025
Tech has low adoption, but Fidelity’s CIO says it’s ‘still early days.’
CalPERS CIO Orders Active Risk Review
Ted Eliopoulos wants to know whether the largest US pension system is being rewarded enough for its investment risk taking.
Asset Allocation
LDI Shines Bright
Borrowing to fund plans is trending with liability driven investing.
Skytop Strategies: Reflection on ESG Trends, Hurdles, Generating Alpha
Attendees provide insights on sustainable investing at ‘Generating Alpha’ conference.
Mercer: Companies Changing DB Funding, Risk Strategies Due to PBGC Premiums, Capital Markets
Nearly 80% of all respondents are now contributing more than the minimum level of funding to their DB plans, survey says.
LDI Struggle, CIO’s Leverage
When it comes to the leveraged, long-dated credit risk of liability driven investment (LDI) funds, banks will battle for their balance sheet.
Dodging the Outsourcing Minefield
Due diligence is not just corporate wallpaper: it's your insurance policy when you have to defend your outsourcing picks.
Strategy & Tactics: Are TDFs Ready for Private Equity?
It’s a discussion that will likely evoke a long debate: Is adding private equity, an asset class with a long record of generating high returns, to target-date funds (TDFs)...
CIO Magazine’s Asset Owner Survey
How are you handling risk and employee retention?