Regulation
SEC Proposes Cybersecurity Rule Changes for Public Firms
The regulator wants companies to better inform investors about their risks from hackers.
Tag: Strategy
Asset Allocation
Wellcome Trust Saw 34.5% Returns for Fiscal Year 2020-2021. Here Was Its Strategy.
This is the British health care charity’s best-performing year in two decades.
Newsmakers
Hawaii ERS Has a Strong First Quarter
The fund’s unique risk strategy is paying off right now.
Risk
Exclusive: What Does the Omicron Variant Mean for Investors? Nick Moakes, CIO of Wellcome Trust, Shares His Thoughts
The health research fund successfully shielded its investments from the downturn in March 2020 by preparing for the pandemic in January.
Asset Allocation
Texas Teachers’ Closes Out Year with $1.8 Billion in New Commitments Across 12+ Strategies
Commitments primarily focused on real estate and infrastructure.
Newsmakers
San Diego to Pursue Managed Futures Strategies in Diversification Quest
The pension is now studying the impact of a 2% to 4% allocation to managed futures on the total fund.
ESG Strategy Varies by Region, Disclosure Still Needs Progress
HSBC report also finds ESG investing more common in Europe than Asia.
CalPERS Wants to Hire New Real Estate Managers
Experience wanted, but not too much experience. The idea is to identify promising managers with room to grow.
Asset Management Culture
Top Female Poker Player Joins Bridgewater
Vanessa Selbst joins research and strategy team.
Corporate Moves
Callan to Shift Staff Titles, Structure in September
The firm will move from a single S-Corp to an LLC to increase employee ownership.