The latest developments and trends in asset management practices for institutional investors. Find out how to submit articles on this topic here.
This article helps pension fund members understand how private real estate’s income profile compares favorably to bonds, offering similarly stable and predictable cash flows but with the potential for higher returns. Continue Reading
In direct lending, manager selection is a critical driver of risk, return, and portfolio resilience. This article highlights the importance of evaluating managers based on where they invest and their credit underwriting discipline, including their avoidance of PIK income, and how rigorously they str Continue Reading
The traditional stock-bond relationship has weakened in recent years, leaving investors without a reliable diversifier. Lower middle-market private credit offers a structurally sound alternative. Continue Reading
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
