Public Equities Lead Healthcare of Ontario Pension Plan’s 9.7% Return in 2024
HOOPP ended 2024 with a funded ratio of 111%, its 15th straight year with more assets than liabilities.
Asset Allocation
Infrastructure, Real Assets Make Attractive Additions to Fixed-Income Portfolios
The asset classes can provide significant diversification and are uncorrelated with other fixed-income investments.
Institutional Investors Expect to Raise Risk Tolerance for Private Markets
Private infrastructure is attracting more attention from pensions, sovereign wealth funds and endowments, per a Nuveen survey.
CIO Interview Series: Jonathan Grabel, CIO, LACERA
Jonathan Grabel, CIO of the Los Angeles County Employees Retirement Association, spoke with CIO as a part of the 2025 CIO interview webinar series about asset allocation, how a plan can construct a portfolio against the changing dynamic of interest rates, and more.
US Equities Lead 9.8% PennSERS Return for 2024
The pension fund raised its asset value by $3.5 billion to $38.7 billion despite ending the year with a Q4 loss.
Report Claims CalPERS’ Sustainability Portfolio Runs on Oil
However, the largest pension fund in the U.S. says the pro-investment approach is more effective than divestment.
CalSTRS Achieves 7.7% Return in 2024, Assets Reach $349.7B
Returns for the California State Teachers’ Retirement System were boosted by equities.
How Sports, Niche Investments Provide Diversification, Risk-Adjusted Returns
Asset allocators are increasingly interested in sports, and Cordillera’s Ashley Marks explains that such opportunities are attractive to the right portfolio.
How Big Is OCIO Market? At Least $4.79T, per Chestnut Advisory
Outsourced CIO assets are at least 25% larger than average estimates, the investment consultant found.
Independent Schools Increasingly Using Outsourced CIO Providers
Nearly one-half of institutions surveyed by Commonfund reported using an OCIO.
Investors Move More Into Alts Following Stock Surge
Illiquid asset classes are among those viewed as stable amid growing uncertainty about the U.S. economy and global public markets.
With Interest Rates Elevated, It’s Time for Fixed Income
Investors are upping their allocations and focused largely on U.S.-based investments.
Is the Shine Coming Off of Private Credit’s ‘Golden Age’?
Private credit funds are sitting on piles of money, but the slowdown in M&A is having an impact.
Swedish Pension Fund AP2 Returns 8.2% in 2024
The investment performance raises the pension’s asset value to $42.9 billion.
Foreign Equities Spur Japan GPIF’s Q3 Rebound
After a dismal second quarter, the pension giant posted a 4.3% return to raise its asset value to $1.69 trillion.