Real estate is evolving fast as increased global investment opportunities emerge. Property prices in key markets have begun a tentative upswing that may offer scope for capital gain. There is also evidence of rental growth in some locations, which has had a positive effect on capital values. However, as the effects of the global financial crisis continue to be felt, investors are demanding greater control over their investments. This paper examines the opportunities and challenges facing institutional investors, as well as favoured strategies in the current market.
Asset Classes
Real Estate: New Opportunities for Institutional Investors
State Street, State Street Sponsored Research
Asset Classes
Nest favours institutional-first managers as retail exodus pressures private credit
Nest, the largest workplace pension in the UK, says that private credit managers who prioritise institutional clients will be more favourably viewed. The £61 billion ($82 billion) fund has awarded a £450 million ($605 million) US direct lending mandate to Crescent Capital this month, citing the manager's institutional-client-first approach as a key attraction.
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Nationwide likes private markets
Find out how the UK’s $7.1 billion Nationwide Pension Fund has built its alternatives portfolio from nothing to 20 per cent of its assets, by targeting opportunities larger players won’t touch.
AP1 to up leverage, factor exposure
AP1 has its sights on broader, more efficient diversification, with plans to intensify its focus on derivatives and shake up its approach to hedge funds. We spoke to CIO, Mikael Angberg.
Cambridge hedge fund insight sells
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?
Infrastructure investors need trust
Private investors seeking infrastructure opportunities must generate confidence that they’ll be good long-term stewards. The Better Infrastructure Initiative has 10 principles they can follow.
Strathclyde cuts equity allocation
The UK’s largest public pension fund is de-risking its successful equities portfolio and looking to private debt, emerging-market debt, global credit and UK infrastructure to fill the void.
Factors aid manager selection
Investors, including the $194 billion State Board of Administration of Florida (SBA), are using factor analysis to decompose returns, select active managers and negotiate fees.
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