Learn about Japan’s structural transformation and explore thematic opportunities for investors. The article also highlights the potential of active management in a market riddled with inefficiencies. Continue Reading
Asset Management
Public Pension Portfolio Management News
The latest developments and trends in asset management practices for institutional investors. Find out how to submit articles on this topic here.
In today’s volatile markets, pension funds can strengthen portfolio resilience by diversifying alternative credit allocations across geographies and asset classes, reducing overreliance on any single market. Continue Reading
In November 2025, I published an article for NCPERS members titled Initial Fiduciary Considerations for Offering Alternative Investments in Participant-Directed Defined Contribution Plans. A lot has changed in the five months since. Continue Reading
By: Chandan Khanna, William Blair Investment Management Portfolio Manager Chandan Khanna explains why William Blair believes global markets present a landscape of opportunity for equity investors despite macroeconomic headwinds. Global markets present a landscape of opportunity for equity... Continue Reading
At the 2025 Public Pension Funding Forum, Melodie Slaughter and Hassaan Ul Haq competed in the inaugural NCPERS-Harris Pension Lab: NextGen Competition. In this article, they share insights from their winning proposal and reflect on the experience of tackling one of Chicago's most pressing fiscal ch Continue Reading
The article argues that institutional real estate investing is shifting away from an overreliance on private assets toward integrating REITs as a core “portfolio completion” tool under Total Portfolio Allocation frameworks. Continue Reading
This article discusses the current state of U.S. private debt and how the lower middle-market can offer a differentiated and diversifying opportunity defined by inefficiency, stronger covenants, and more conservative leverage structures. Continue Reading
Leased U.S. farmland is a pure form of real estate that delivers stable income, long‑term appreciation, and strong inflation sensitivity, while being driven by enduring demand for food, fuel, and fiber rather than economic cycles. Continue Reading
A guide to avoiding “plain vanilla” private credit: focus on underserved borrowers, tighter lender groups, and customized capital solutions. Continue Reading
The article outlines how co-investing has emerged as a central strategy in private equity, offering institutional investors—including pension funds—enhanced portfolio control, the potential for improved returns through reduced fees... Continue Reading
The article outlines how co-investing has emerged as a central strategy in private equity, offering institutional investors—including pension funds—enhanced portfolio control, the potential for improved returns through reduced fees... Continue Reading
The next time you feel tempted to sell because the market is falling, keep in mind the risk of losing money is what investors get rewarded for taking. Continue Reading