Asset Allocation
Most Institutional Investors Underweight on Fixed Income
Per a survey from Managing Partners Group, 99% of investors plan to increase fixed-income allocations over the next 18 months.
Tag: Fixed-Income
Asset Allocation
UN Pension Fund Earns 13.7% Over 12 Months
The United Nations’ Joint Staff Pension Fund’s total asset value increased to $97.3 billion but did not meet its benchmark’s return.
Pensions
UN Pension Fund Earns 2.42% in May, up 3.29% Year to Date
The $91 billion pension fund’s performance was led by public equity, which returned more than 4% last month.
Research
Asset Managers Show Strong Efforts at DEI, Survey Finds
Callan study shows that 70% of them have a formal policy to deliver diversity, equity and inclusion.
Asset Allocation
Defined Benefit Plans Returned 4.47% in the First Quarter
Strong equities boosted returns for asset owners in the first quarter of 2024.
Asset Allocation
What Do Allocators Like in Choosing Hedge Funds?
A thumbs-up for long-short and market neutral, and down for ESG and crypto, says Agecroft Partners.
Corporate Moves
Chris Roth Named Northern Trust Asset Management’s CIO of Global Fixed Income
Roth joins the $1.2 trillion asset manager after almost a quarter-century at Morgan Stanley.
Asset Allocation
Norway’s Pension Fund Global Rebounds in 2023, Still Misses Benchmark
Rallying equities helped the pension giant return 16.1% during the year, but it fell 18 basis points shy of its benchmark.
Asset Allocation
Institutional Investors Will Focus on Fixed Income in Search of Alpha, per Aeon Investments
Of surveyed institutional investors, 94% reported they will seek to increase holdings in the asset class.
How Bad Was 2022 for Asset Managers? Assets Dipped 10%
Thus far this year, the recovery is muted, a McKinsey study finds.
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
Do Consultants Help Investment Returns?
A CIO Allocator Insights panel offers advice on dealing with outside advisers.
Asset Allocation
Equity Gains Buoy Ohio School Employees’ 7.4% Return in Fiscal 2023
The School Employees Retirement System of Ohio topped its benchmark and raised its asset value to $17.8 billion.
Asset Allocation
Equities, Fixed Income Fuel 9.1% Return for Korean Pension Fund in 1st Half of 2023
The strong performance raised the National Pension Service’s asset value to approximately $740 billion.
Asset Allocation
Ontario Teachers’ Pension Reports 1.9% Return for 1H 2023
The C$250 billion pension fund also netted a 4.8% return for the 12-month period that ended June 30.