Endowments Unharmed by Tax Law Changes…So Far
But experts warn hit to charitable giving could merely be delayed.
Shop Talk
ESG Matters (Part 2): Recruits Can’t All Come from Ivy League Schools
How CIOs and investment firms are helping to grow the diversity pipeline (Diversity Measures, Part 2)
ESG Matters (Part 1): Diversity Measures
Why the focus on more women in the sector is imperative to the industry’s success.
Fintech Gains a Footing with Asset Owners
Faster data processing is just the beginning. Some asset owners are deriving real returns through the analytical insights fintech systems offer.
Just How Venomous Is the Tuition Scandal to Endowments?
Reluctant donors could force investment offices to seek higher returns.
Psyching Out Money Managers
How an asset owner at Texas Municipal boosted private equity returns to 39% in 2018, in part, by giving psychological evaluations to hires.
CIOs and Asset Owners Discuss Fossil Fuel Divestment
A deep dive into those who have divested and done well, not so well, and those who have considered divesting, but haven't.
Investing Well by Doing Good: A CIO Benefits from the VC-ESG Connection
First story in new series examines how one CIO sourced his VC investments that just happened to be ESG.
CIOs Pressured to Lower Discount Rates Discuss Spiraling Consequences
Asset owners consider the delicate balance between lowering rates and increasing contributions.
Remember 2008’s Wicked Black Swans? This Year, Look Out for Gray Swans
Unlike the stygian waterfowl that surprised us a decade ago, a less-threatening bird may roil the investing pond in 2019.
DB to DC Series: Getting Employee Buy-In to 401(k)s
A case study in how Jay Johnson and Los Alamos National Lab convinced some of the smartest minds in the world to increase their 401(k) participation.
How UTC Incorporated Annuities
In shifting from a DB to a DC plan, Robin Diamonte finds a way to offer UTC employees income for life.
New Frontiers in Benefits: From Defined Benefits to Defined Contributions
How employers fund retirement contributions is undergoing a historic shift, as DB plans increasingly give way to DC. Our new series drills deep into this shift with the decision-makers themselves. Leading CIOs discuss innovations, challenges, aha moments—and lessons learned.
The PAAMCO-Texas Connection
How Andrew Gitlin and the Employees Retirement System of Texas formed PAAMCO Launchpad.
Standardizing Criteria Key Challenge for Booming ESG Market
As interest swells, ESG investors must navigate conflicting ratings where grades for a single stock can range from good to bad.