Asset Allocation

October 18, 2024

How Will Increase in Natural Disasters Affect Insurance, Infrastructure Investors?

While those in insurance may seek more liquidity to defend against events like Hurricane Milton, many in infrastructure believe there must be better ways to anticipate such dangers.

October 17, 2024

Harvard Assets Reach $53B With 9.6% Return, Endowment Remains World’s Largest

Harvard Management Co. CEO Narvekar attributes returns to public equities, while alternatives lagged.

October 17, 2024

AustralianSuper Takes $1.5B Equity Stakes in DataBank

The Dallas-based data center company raised about $2 billion to fund its expansion plans that include three new facilities.

October 17, 2024

Japan GPIF Changes ESG Domestic Equities Index Due to ‘Large Tracking Error’

The $1.7 trillion pension giant has moved $20 billion to the MSCI Nihonkabu ESG Select Leaders Index.

October 16, 2024

Cornell Endowment Returns 8.7% for Fiscal 2024

Assets managed by the university’s Office of University Investments rose to $10.7 billion.

October 15, 2024

Active Bond Funds Outpaced Passive Peers Over Past Year, per Morningstar

Actively managed real estate funds were also among the top outperformers for the 12 months that ended June 30. 

October 15, 2024

University of Pennsylvania Endowment Returns 7.1%

Assets of the fund increased to $22.3 billion as of June 30.

October 14, 2024

UK Infrastructure Bank to Become National Wealth Fund in Domestic Infrastructure Push

The plan to create a £27.8 billion sovereign fund moves forward.

October 11, 2024

MIT Announces Endowment Performance, Returns 8.9% in Fiscal 2024

Assets managed by MITIMCo rose to $24.6 billion.

October 11, 2024

Stanford Investment Vehicle Returns 8.4%

In fiscal 2024, assets of the Stanford merged pool, about 75% of which come from the university’s endowment, rose to $42.8 billion.

October 8, 2024

Australia’s QIC Makes History With Shopping Mall Sale

The deal marks the first Australian investment by U.S.-based real estate manager Hines.

October 8, 2024

Duke Endowment Returns 8.0% in Fiscal 2024

Assets of the DUMAC rose to $11.9 billion at the end of June.

October 4, 2024

Brown University Endowment Returns 11.3% in Fiscal 2024

Assets of the endowment grew to its record high of $7.2 billion at the end of June.

October 4, 2024

Surging Equities Fuel Japanese Pension Giant’s 23% Return in Fiscal 2023

GPIF’s domestic and foreign equity investments earned more than 40% each for the fiscal year that ended March 31.

October 4, 2024

Apollo Aims to Double AUM by 2029

During the firm’s investor day, CEO Mark Rowan laid out plans to achieve $1.5 trillion in managed assets, which include leaning into demand for private credit and retirement products.