The latest developments and trends in asset management practices for institutional investors. Find out how to submit articles on this topic here.
By: Ray Wicklander, Great Lakes Advisors This article discusses the potential privatization of Fannie Mae and Freddie Mac and proposes a contingent capital structure, which we feel would equitably and optimally address key stakeholders. The suggested Contingent Capital Commitment Facility (CCCF)... Continue Reading
By: James Rich, CurvePoint Capital As electricity demand surges and renewables scale, the U.S. grid is transforming—creating timely, strategic opportunities for pension fund managers to invest in the future of the electric grid. This is an excerpt from NCPERS Summer 2025 issue of... Continue Reading
By: Scott Garrett, Schroders A Schroders-sponsored survey shows a majority of institutional investors, including US retirement plans, expect significant market volatility over the next 12 months. Many also believe active managers and greater exposure to private markets can enhance the resilience... Continue Reading
Discover how FICO's inclusion of Buy Now, Pay Later (BNPL) data in credit scores impacts younger, low-credit members—boosting scores for on-time payers and lowering for delinquents. Continue Reading
Learn how Trump’s 2025 Executive Order aims to expand fiduciaries’ access to alternative investments in 401(k) plans, reducing litigation risks and boosting retirement returns. Continue Reading
Explore the impact of the 2025 India-UK trade agreement, boosting bilateral trade, reducing tariffs, and highlighting India's growing global economic influence. Continue Reading
Explore Ortec Finance’s Total Portfolio Approach analyzing risk and return exposures of top pension funds using a factor lens on Equity, Real Rates, Credit, and Inflation. Continue Reading
Learn how to measure returns in alternative investments by comparing TWR and IRR methods, and discover benefits of diversified multi-vintage closed-end fund programs. Continue Reading
Explore the factors behind USD pessimism, policy risks, and potential recovery. Understand US dollar trends, fiscal impacts, and global economic influences. Continue Reading
Explore why tariff concerns and rising inflation expectations in 2025 may not require portfolio changes, backed by historical data and market analysis. Continue Reading
Learn best practices for managing participant risk in pension plans. Ensure data accuracy, conduct death audits, and improve compliance for long-term pension stability. Continue Reading
Explore key insights on understanding and measuring investment risk, risk tolerance, tracking error, diversification, and avoiding DINO for optimal risk-adjusted returns. Continue Reading
