Where Does a Bitcoin ETF Fit in an Allocator’s Portfolio?
Pension funds are beginning to explore exposure to cryptocurrencies, which could act as diversifying assets.
Asset Allocation
Family Offices Grow, as the Rich Get Richer
The number of very well-off more than doubled over the past two decades, a JPM report finds.
New York State Pension Cashes Out of $1.9 Billion Public Equity Fund
The $260 billion pension giant also allocated $1.6 billion across a variety of investments in March.
Evaluating the Impact of Climate Change on Investments
Eroding profits would happen gradually, but the result would still be horrendous, scholar Rebonato warns.
CPPIB and Global Infrastructure Partners to Acquire Energy Provider Allete
The company will be acquired for $67.00 a share in a take-private deal worth $6.2 billion.
Energy Company Bonds Lengthen Maturities—a Threat to Investors, Report Says
The problem: Demand in coming decades will fall for fossil fuels, putting debt at risk, Anthropocene institute warns.
Octopus Energy Receives New Investments from CPPIB, GIM
The energy provider, recipient of a $370 million funding round, increases valuation to $9 billion.
Insurance CIOs See Alternatives Driving Portfolio Returns
There is no “turning back” to traditional asset allocations, according to KKR.
SEC Climate Rule Will Reduce Information Asymmetry, Protect Investors, Congressman Says
Representative Sean Casten, in an interview with CIO, explained the SEC’s new rule will insulate less-sophisticated investors from climate risk.
$185 Billion Australian Retirement Trust Plans Thermal Coal Divestments
The fund will divest from companies who generate more than 10% of their revenue from coal production.
Defined Benefit Plans Returned 4.47% in the First Quarter
Strong equities boosted returns for asset owners in the first quarter of 2024.
Irony: BlackRock, Shunned by U.S. Energy-Producing States, Teams Up With Oil-Rich Saudi Arabia
The kingdom, one of the top producers of carbon-based fuel, and the asset management kingpin form an investment partnership.
60/40 is Still Resilient for Allocator Portfolios
Despite a positive correlation regime, bonds still belong in an institutional portfolio, PGIM says.
Investing in The Energy Transition
The many opportunities in the energy transition for allocators were discussed in a recent webinar hosted by CIO.