Asset Allocation
MassPRIM Adopts New Asset Allocation
The Bay State’s investment management board seeks to achieve a 7% annualized rate of return while accepting no greater than a 20% drawdown.
Tag: Asset Allocation
Asset Allocation
Japanese Pension Giant Rebounds in Fiscal Q3
The Government Pension Investment Fund’s investments returned 2.62% during the quarter that ended in December 2023, raising its asset value to more than $1.5 trillion.
Asset Allocation
Alternatives Watch Research, Vidrio Release 2024 OCIO Outlook
Private equity and credit are expected to dominate asset mandates for the next 12 to 14 months.
Pensions
Public Pension Funds Shifting Public Assets to Private Equity, Real Estate, According to Milliman
The findings were a part of the firm's public pension funding study.
Pensions
Oregon Investment Council Releases Q3 Returns Ahead of Board Meeting
The fund returned 5.7% in the 12-month period ending September 30, trailing its benchmark’s 10.1%.
Asset Allocation
What Is the Future of the 60/40 Portfolio?
Already a trope in transition, the traditional portfolio had a rough 2022, so modern-day allocators must evaluate all potential paths forward.
Asset Allocation
Institutional Investors Seek Low-Risk Assets, More Diversified Portfolios
An MFS Investment Management survey reveals that investors are flocking to fixed income and international equities.
Asset Allocation
Insurance Investors Rethink Approaches Near End of 2023
Investors are changing their short-term investing and broader financial operations, according to Clearwater Analytics.
Asset Allocation
Words of Wisdom
The Class of 2023 Knowledge Brokers draw on their collective decades of experience and offer actionable advice for success (investment and otherwise) in tumultuous times.
How to Allocate Your Assets, by Top Consultants
Class of 2023 Knowledge Brokers give their thoughts on allocation strategies in a higher-interest-rate world.
Research
CFA Institute Produces Plan to Gauge OCIO Performance
The framework, now out for comment, calls for extending GIPS to outsourced investment managers, with rules for things like fee disclosures and benchmarking.
Asset Allocation
Florida State Board of Administration Reducing Allocation to Stocks
The state’s allocation to alternatives will increase in the newly adopted investment plan.
Private Equity Moves Into Insurance: Rewards Are Strong, but So Is Risk
The tiff over Brookfield’s new acquisition underscores the pros and cons.
Asset Allocation
Phoenix Pension Fund Returns 5.4% in Fiscal 2023
The City of Phoenix Employees' Retirement System’s asset value grew to nearly $3.4 billion as of the end of June.
Cash Gets a Bigger Role for Institutions, NextGen Honorees Say
They describe how higher rates have elevated the once-ignored asset class into a vital position.