Pensions
UC Investments Reaps Big Returns From Index Fund Shunning Fossil Fuels, Tobacco
Some $1.3 billion of the University of California’s $16 billion fiscal 2024 investment gain came from one S&P 500 index fund.
Tag: Real Estate
Asset Allocation
Sovereign Wealth Funds Shift Into More Tech and Green Energy
The SWFs also are pushing more into real estate as valuations drop, report says.
Research
Why REITs Return More Than Directly Owned Properties
For allocators, real estate investment trusts, which boast higher liquidity, come out ahead across the board, a CEM Benchmarking study finds.
Asset Allocation
39% of Family Offices Are Crypto Investors or Are Eyeing It
The findings were part of BNY Mellon Wealth Management’s first report on these funds.
Asset Allocation
Alaska Permanent Increases Private Equity and Income While Cutting Real Estate
The state's sovereign wealth fund also reported a $1.5 billion increase in asset value during 2024's first quarter.
Asset Allocation
New York State Pension Cashes Out of $1.9 Billion Public Equity Fund
The $260 billion pension giant also allocated $1.6 billion across a variety of investments in March.
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.
Opinion
The End of Easy Money: Institutional Investors and the Private Markets
It will take time for the system to work through what is effectively a liquidity queue.
Asset Allocation
New York State Pension Commits $550M in February
More than $400 million of the investment was made within the pension fund’s real estate portfolio.
Newsmakers
CDPQ Promotes Otéra Capital CEO to Lead Newly Consolidated Real Estate Division
Rana Ghorayeb will oversee the pension fund’s $57 billion portfolio as it consolidates its Ivanhoé Cambridge and Otéra Capital subsidiaries.
Asset Allocation
New York State Pension Boosts Real Estate Investments by $300M in January
The New York State Common Retirement Fund also invested $25.5 million in a fund managed by one of its Emerging Manager Program partners.
Pensions
HOOPP Returns 9.8% in 2023
The Healthcare of Ontario Pension Plan saw strong returns from public and private equities.
Research
Which Sectors Have the Best Prospects for 2024, and Which Have the Worst?
History shows that, in up markets, the three leaders for January and February go on to romp big-time, says savant Stovall. The three laggards, on the other hand …
Pensions
CDPQ Aims to Save C$100M per Year by Bringing Real Estate Units Into Main Business
The Canadian pension giant is integrating Ivanhoé Cambridge and Otéra Capital, also announcing the April departure of Ivanhoé Cambridge CEO Nathalie Palladitcheff.
Asset Allocation
Connecticut Commits $1.1B in Private Credit, Real Estate Investments
Treasurer Erick Russell looks to diversify the state pension funds’ private credit portfolio through two European funds.