Asset Allocation
Do Consultants Help Investment Returns?
A CIO Allocator Insights panel offers advice on dealing with outside advisers.
Tag: Fixed-Income
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.
Asset Allocation
Fixed Income Makes a Comeback in Sovereign Wealth Fund Portfolios
But the institutional investors revamped their approach to the asset class after it failed to protect them when equities tanked in 2022.
Asset Allocation
Insurers Tap Money Managers for Opportunities in Real Estate, Private Credit Markets
A recent surge in home construction has insurers eyeing investment opportunities in the single-family and multi-family residential sectors.
Asset Allocation
‘Bonds Are Back’: Allocators Eye Elevated Returns
Higher interest rates have turned fixed income from a ho-hum investment into the hot new thing. Just ask LACERA.
Pensions
Swedish Pension AP1 Loses 8.6% in 2022
Despite alts gains, fixed income and equities weigh down portfolio, contributing to investment losses of nearly $4 billion for the year.
Pensions
Ohio State Pension Approves New Asset Allocation
OPERS increases its exposure to alts and U.S. equities, while cutting back on fixed income and foreign equities.
Asset Allocation
DoubleLine: How to Construct a ‘Better Mousetrap’ Trend-Following Portfolio
The noted bond house cobbles together all kinds of asset classes, using diversification to mitigate risk and also ride momentum.
News
Northern Trust Asset Management adds Veteran Fed Economist to Fixed Income Division
Antulio Bomfim joins the firm in a newly created role as head of the global macro group.
Research
What Ails the Stock Market: A Stimulus Hangover
Bank of America puts a $13.5 trillion price tag on Washington aid, which set the U.S. up for its current economic travail.
Newsmakers
New Co-CIOs give Fixed Income New Vigor at MFS
MFS appoints two new co-CIOs to its $94 billion fixed income division.
Asset Allocation
Factors Grow in Popularity Among Investors, Study Says
Using methods other than market value should give superior performance amid slow economic growth and rapid inflation, respondents believe.
Newsmakers
Voya Investment Management Names Matt Toms First Global CIO
Toms, formerly the firm’s fixed income CIO, will oversee $330 billion in assets under management.