Equity Investments Fuel 5.9% Q1 Return for Norway’s Sovereign Wealth Fund
The pension giant also excluded two firms for ‘serious violations of individuals’ rights’ in Myanmar.
Asset Allocation
‘Bonds Are Back’: Allocators Eye Elevated Returns
Higher interest rates have turned fixed income from a ho-hum investment into the hot new thing. Just ask LACERA.
Private Credit ‘at a Crossroads’ in 2023
The $2.18 trillion market is ‘flashing warning lights,’ and deal activity is expected to slow, according to a Proskauer report.
Warehouses Outperform in Cloudy Commercial Real Estate Environment
Warehouses have been red-hot for a long time but show no signs of meaningfully slowing down.
Commercial Real Estate Faces ‘Staring Contest’
Even if interest rates stop going up, CRE investors face years of fine margins and crucial risk calculations.
ESG, Non-ESG Investing Returns Differ Minimally, Says Research Affiliates
But when portfolios are not cap-weighted, green-oriented investments do better, the firm finds.
CDPQ Reports It Is on Target to Reach Net Zero by 2050
The Québecois pension fund increased its green asset investments by C$29 billion over five years.
NYC Pension Funds Have Reduced Emissions by up to 27% Since 2019
Three of the city’s five funds are looking to reach net zero greenhouse gas emissions by 2040.
Norway Pension Giant Seeks To Remove ‘Rotten Apples’ From Portfolio
CEO Nicolai Tangen acknowledged that Norges Bank Investment Management ‘lost a considerable sum’ from the Silicon Valley Bank failure.
NGO Study IDs Vanguard, BlackRock as Big Climate-Change Villains
A report from environmentalists knocks the two asset managers for investing heavily in fossil fuel companies, despite their pro-ESG stances.
Saudi Sovereign Wealth Fund Beefs Up With Chunk of Aramco Stock
Receiving 6% of the oil behemoth’s equity, the fund has a long-term goal of diversifying the economy away from oil.
Japan GPIF Invests $3.7 Billion in Morningstar Gender Diversity Index
The index is designed to emphasize Japanese companies with strong gender and diversity policies.
Finnish Pension Fund Invests More Than $2 Billion in Climate-Focused ETF
Ilmarinen investment helps make the ETF launch the largest in U.S. history.
Anti-ESG Bills Progressing in Kansas, South Carolina Legislatures
The Kansas bill, which has reached the governor, would reduce the state pension by $3.6 billion and cut its funded level by 10%, a fiscal analysis says.
Will Private Equity Get a Piece of Pro Football?
If NFL owners allow it, the buyout bunch would be dipping into a lucrative pool.