The latest developments and trends in asset management practices for institutional investors. Find out how to submit articles on this topic here.
Understanding the intricacies of yield-focused real estate credit can help pension fund trustees and investment managers best serve the income and cash flow needs of their overall pension portfolio. Continue Reading
Investors may not need a weaker dollar — just a less challenging currency backdrop — to unlock the appeal of EM local currency debt. Continue Reading
Schroders’ 2026 Global Investor Insights Survey shows U.S. retirement plans are preparing for higher market volatility and are leaning on active management to strengthen diversification, downside protection, and resilience. Continue Reading
This article outlines practical measurement habits mid-market plans can adopt without overhauling governance, teaching pension trustees how common private-market metrics can obscure opportunity cost. Continue Reading
As public pension plans navigate an increasingly complex investment landscape, many are expanding their focus beyond traditional asset allocation toward a deeper understanding of portfolio risk, resilience, and efficiency. Continue Reading
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
