CPPIB considers impact of size
As the Canada Pension Plan Investment Board gets larger, it is considering how to retain its sizeable private-market holdings with public proxies. It’s a ‘capacity issue’.
Iceland’s LV is eyeing more emerging markets allocation and private equity co-investments after conducting an SAA review, which will be finalised in the first half of 2026. CIO Arne Vagn Olsen says the shift is designed to make the $11 billion pension fund future-ready.
As the Canada Pension Plan Investment Board gets larger, it is considering how to retain its sizeable private-market holdings with public proxies. It’s a ‘capacity issue’.
As structural shifts in the asset class have reduced persistence and returns, even long-time players have had to re-think strategy. So how have they adapted?
Private equity is undergoing a structural change – with persistence and performance waning – but co-investment may not be the panacea, MIT’s Antoinette Schoar discovers.
Most of the outsourced CIO clients of Cambridge Associates have aggressive asset allocations, with a tilt towards alternatives and hedge funds. But do the high fees eat into the potential alpha?
The common refrain from limited partner investors is that they can’t access ‘top-tier’ VC funds, so they avoid them entirely. A look at the data reveals whether this belief is fact or fiction.
A deep dive into the world-class private capital division of OTPP, led by Jane Rowe, reveals a strategy of buying large direct stakes in companies, and a commitment to innovation.
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