The latest developments and trends in asset management practices for institutional investors. Find out how to submit articles on this topic here.
Exposure to software and large‑cap technology across both public and private markets is creating outsized portfolio risk, and the lower middle-market may offer a compelling solution through greater diversification and enhanced return potential. Continue Reading
When evaluated through a cash flow lens, usage-based essential infrastructure looks a lot like fixed income — with stable, contract-supported revenue, long asset duration, and built-in inflation escalators. Here's how public pensions can put that to work. Continue Reading
A federal rule opening 401(k) plans to alternative assets like private equity drew over 45,000 public comments and sharp partisan divides. Public pension funds should take note, as several states are expected to consider similar changes for their own DC plans once the rule is finalized. Continue Reading
This report from Ortec Finance examines how macroeconomic developments, particularly declining interest rates, can translate into balance‑sheet risks for U.S. pension funds. Continue Reading
This article explains how pension funds can access best‑in‑class, high‑growth, late‑stage private technology companies at significant discounts to public market valuations through a small-ticket secondaries manager. Continue Reading
This article provides public Defined Benefit (DB) plan fiduciaries with the data to benchmark their plans compared to peer plans, over time and by size. Continue Reading
The article argues that investing in affordable housing can generate market rate returns, especially as downside protection in a turbulent market. Affordable housing is emerging as a resilient, alpha-generating real estate strategy due to powerful economic and demographic trends. Continue Reading
The article examines how multi‑layer asset allocation ranges can help institutional investors close unintended risk gaps in their investment policy statements. Continue Reading
Learn why lower middle market asset backed finance may be a compelling addition to pension fund portfolios, offering attractive yields, granular collateral, and embedded downside protection. Continue Reading
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
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
