Tactical Shifts: How Institutional Investors Are Adjusting Asset Mixes Now
Private credit, real estate, emerging markets. Here are the ways CIOs at HOOPP, the James Irvine Foundation, and two others are solving the allocation puzzle.
Shop Talk
How CIOs Assemble Outstanding Investment Teams
Leading asset allocators offer insights into their techniques to form and manage top-notch staff.
How CIO Sean Bill Is Successfully Revamping His Portfolio
With good results in hand, he is shifting the allocation of his California transit agency pension fund and health care trust, aiming for still better performance.
Op-Ed: What Are We Really Measuring When We Use Peer Rankings? (Part One)
Longtime investor Tony Waskiewicz says peer rankings are the result of many factors and are not the best way to judge the skills and talents of an investment team.
Endowments Embrace Net-Zero Portfolios: Is It the Future of Investment Management?
Questions remain about how to measure risks and what a proper framework looks like, but more colleges and universities are taking the plunge.
Amy Falls: What’s Next for the Northwestern Endowment?
William McLean’s successor to the $12 billion fund has carefully built a successful track record over her decades-long career.
Will Political Divisions Mess Up Economic Growth?
For investors, all the discord could swell uncertainty about long-term investments. Cause for hope: Even now, Republicans and Democrats can find common ground on some things.
How to Prevent a K-Shaped Recovery
Changes to the capital markets, higher taxes for the rich, tougher antitrust enforcement, enhanced education—all get proposed as cures. If the problem can’t be solved, the economy may suffer long-term.
What Artificial Intelligence Can—and Can’t—Do for Investors
While machine learning still has major shortfalls, it is gaining ground at divining useful patterns, like analyzing how executives talk in earnings calls.
Op-Ed: Which Injections Should Investors Watch in 2021?
Everyone is eager for vaccine news and numbers, but longtime investor Tony Waskiewicz argues the real portfolio boosters will be any actions from the Fed and Congress.
Exclusive: Life After Carnegie — Alisa Mall Heads to Health Care
The former senior investment director talks about that mass exodus, and her next career moves into biotech venture capital.
One Upside to the Pandemic: Better Financial Technology
As with medicine, the development of better tools to analyze economic and market data got fast-forwarded.
Op-Ed: Should Allocators Un-Core Their Core Bond Portfolio?
With yields at historic lows, longtime investor Tony Waskiewicz says investment offices might want to take another look at the allocation that used to be ‘worry free,’ but is now a source of consternation.
The Imitation Game: How AI Should Buoy Insurers—and Pension Risk Transfers
Also, as investments, carriers likely will grow more attractive, thanks to machine learning helping to customize pricing, reduce costs, and flag fraudulent activity.
How Much Progress Has Been Made on Corporate America’s Stakeholder Pledge?
Last year, the Business Roundtable vowed to shift its corporate purpose to better serve communities and groups beyond its shareholder base. The promise, overall, hasn’t been kept yet.