Wednesday, September 18th, 2024 ⁠A topical newsletter from CIO Research A newsletter for institutional investors, spotlighting notable recent research. SPONSORED AD Asset Allocation Listed Asset Managers Have Seen Strong Growth in Last Year, per Casey Quirk Despite strong growth, a large disparity exists between the top and bottom performers. Research The Market’s Big Tech Concentration Is Not a Problem, Robeco Report Finds Even if an economic dip sends stocks lower overall, the Mag Seven’s earnings should hold up, the Dutch firm says. Pensions PSP Investments Highlights Sustainability Progress in Report The pension fund reported C$64.9 billion in green assets in fiscal 2024, according to its latest sustainability report. Risk Immigration Critics Overlook the Good It Does, per State Street The worker influx has led to moderate wage growth and thus held down inflation, according to the firm’s Arone. Market Moves Sports Investing Presents ‘Game Changer’ for Institutional Investors, per PGIM Investors continue to pour into sports, buying teams and broadcasting rights from multiple leagues. Research Talk of Presidential Race Showing Up on Earnings Calls The word ‘election’ has appeared almost twice as often as it did four years ago, per FactSet. Did someone forward you this newsletter? Sign up here to get Chief Investment Officer Spotlight directly in your mailbox!

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