The latest developments and trends in asset management practices for institutional investors. Find out how to submit articles on this topic here.
As the world and markets continue to dynamically evolve, so have public pensions’ asset allocations. This evolution, however, has not been uniform or linear. BlackRock's FY24 peer analysis highlights significant dispersion in plan allocations and its implications for portfolio risk and return. Continue Reading
As the costs of raw materials, energy, electricity, and water surge, scalable products and services that enhance resource efficiency have become attractive investment opportunities for pension funds. Continue Reading
This article highlights the significance of investing in America's domestic transportation infrastructure, which is essential due to its predictability, high barriers to entry, and strong linkage to GDP and population growth. Continue Reading
Securitization began in 1968, giving investors access to mortgage cash flows without owning or servicing loans directly, while enabling lenders to recycle capital. Securitization remains a cornerstone of modern finance, channeling capital efficiently, enhancing liquidity, and expanding credit access Continue Reading
Savvy investors take an intentional approach to balancing portfolio risk with desired returns. In this article, we discuss the benefits of active risk budgeting and the consequences of unintended risks. Continue Reading
Increased correlations between stocks and bonds and heightened volatility in bond markets have made the traditional 60/40 approach to diversification less reliable, meaning that today’s market conditions call for an approach that includes alternative asset classes. Continue Reading
Index funds typically carry the lowest expense ratios in their categories — but like consumer goods, they may impose costs that aren’t apparent from the sticker price alone. Continue Reading
With pension funds frequently debating whether to invest in equities via either active management and separately managed accounts, or passive management and commingled funds, this informative article discusses the drawbacks of Commingled Funds. Continue Reading
As plans, board members, staff, and advisors celebrate many public pensions crossing their 80% funding threshold, a critical question arises: “Now what?” Continue Reading
This article highlights how a manager with investment expertise across both AUMs and securitized credit markets can deliver a comprehensive Asset-Based Finance solution, enhancing manager alpha, increasing diversification and portfolio Continue Reading
The maturation of private credit is shaping opportunities in this dynamic, multifaceted asset class. This article discusses the benefits of private credit in portfolios. Continue Reading
By: Emma Norchet, T. Rowe Price Investment Management, Inc. This is an excerpt from NCPERS Fall 2025 issue of PERSist. More firms are remaining private for longer as doing so enables them to focus on long-term growth initiatives free from some of the burdens public companies face. In fact, the... Continue Reading
