Few forces are reshaping institutional portfolios more profoundly than the changing geopolitical order. At this year’s Fiduciary Investors Symposium at Stanford University, September 15–17, Stanford historian and geopolitical thinker Stephen Kotkin will bring his perspective to some of the biggest questions confronting long-term investors. Ahead of the symposium, watch our new highlights video featuring Kotkin
The South Carolina Retirement System Investment Commission's improved liquidity position has allowed the plan to tilt its portfolio towards unlisted asset classes, including private equity and private credit. The fund grew fast thanks to funding reform, improved salaries, and positive investment returns and is now looking to boost long-term performance.
Asset owners continue to weigh up the shifting risk-return attributes of the booming data centre sector including deal structures, refinancing, energy requirements, and the future of AI.
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FIS 2026 at Stanford University