Demographics
How are growing longevity and other demographic trends in the U.S. and globally affecting institutional asset allocators and the portfolios they manage?
Special Coverage
Market Moves
The Longevity Question
How will institutional investors adapt to a population that is living longer?
Market Moves
Maybe Baby Boomers Won’t Tank the Stock Market by Cashing Out
The common wisdom has been that retirees will liquidate their holdings in securities and real estate to fund their old age.
Market Moves
Working Past 65 Redefines Portfolios and Retirement
As economic pressures mount, a shift toward extended employment for older workers will increase, changing what it means to be retired.
Opinion
Change Blindness?
The risks and opportunities of demographic change are hiding in plain sight.
Past Special Coverage
New Globalization
As the world’s power centers shift, tariffs and some geopolitical tensions rise and supply chains shorten, institutional investors face opportunities for and obstacles to portfolio growth.
How Tariffs, Trade Affect Manufacturing Investment
While protectionism appears popular in both political camps, its impact on US businesses and institutional investors is best viewed through a wide lens.
Pensions
Pressure Mounts on Public Pension Funds to Divest Chinese Investments
State and federal legislation aims to prohibit public funds from investing in the country.
Corporate Moves
Higher Military Outlays Are Boosting Defense Stocks—With More Upside Ahead, Say Strategists
In the US, members of both parties back a boost in Pentagon spending. The consensus is similar for military-related outlays in Japan and Europe.
Food and Agriculture
Investors are increasingly focused on the role of nature in the economy, no where more than when allocating to products and companies that supply food and nutrition to the world.
Asset Allocation
Why the Largest Allocators Are Focusing on Agriculture
Agriculture can yield a harvest of returns for patient, long-term investors.
Asset Allocation
Investors Start to Welcome Non-Animal Protein
Plant-based sources move onto the table to supplant beef and its ilk.
Asset Allocation
The Alpha Opportunities of Declining Biodiversity
How institutional investors are starting to navigate the challenges of natural capital investments.
Med Tech and the Fight Against Cancer
How institutional investors can participate in the fight against cancer.
What Is It Going to Take to Get to the End of Cancer, and Who Is Investing in It?
How investors can participate in the fight against cancer.
Asset Allocation
Medical Technology and the Fight Against Cancer
Biomedical researchers are discovering drugs that improve patient care and although many needs remain unmet, investment opportunities emerge.
Asset Allocation
How Memorial Sloan Kettering Funds Its Cancer Fight
Under CIO Jason Klein, the celebrated hospital has leveraged its top-notch research and well-managed investments to produce still more breakthroughs.
Market Moves
Can Investors Both Earn Returns and End Cancer?
Billions are pouring into cancer treatments around the world, so investors and funders discuss how institutional investors can access returns.
On-Demand Webinar: Can Investors Earn Returns and End Cancer?
Don’t miss your chance to learn from knowledgeable professionals about the interconnectivity and the investment opportunities available across biotech venture and other asset classes.
Sustainability
Sustainability is affecting all aspects of business and as a result, creating opportunities for institutional investors.
Asset Allocation
How Sustainability Disclosures and Regulations Benefit Investors
Information becoming available under new regulatory disclosures can be beneficial for investors looking to make sustainable investments.
Asset Allocation
Investing in the Inputs
How investors are capitalizing on the need for sustainable building materials.
Asset Allocation
Taking Wing: Renewable Aviation Fuel Could Have a Strong Investment Future
Chevron and smaller companies bet that animal fats, trash and sugar, among other offbeat things, will power airplanes.
Opinion
Identify Risk and Opportunity Through Sustainability Data
Enhance investment analysis by integrating ESG performance scores and key issue data.
Opinion
The Impact of Impact Investing: SDGs and ESG
By building a customized portfolio based on ESG and UN SDG principles, investors can have an impact without sacrificing returns.
Artificial Intelligence
Generative AI tools are changing the role of technology in institutional investing, making some allocators and managers rethink how to best use it and to capture investment opportunities.
How Investors Are Utilizing Artificial Intelligence
Generative AI tools show promise but, for now, are mostly used for clerical tasks.
Asset Allocation
How to Invest in the Future of Artificial Intelligence
What’s next after chatbots? Practical, perhaps profitable, uses, such as in health care, power generation and manufacturing.
Regulation
Regulating the Robots
The current SEC proposal is seen as overreaching, but industry watchers see benefits if changes are made.
Opinion
AI Will Revolutionize Private Equity Investing
Artificial intelligence will be able to convert its efficiency advantage over human investors into markedly better returns, per a Columbia Business professor with experience in the business of AI investing.
Alternatives
New AI Tool Aims to Assist Alternative Investment Managers
BlueFlame AI seeks to implement artificial intelligence in the workflow of asset managers and asset owners.