Asset Allocation

Featured Story

Cash and overweight to US equities pays at New Jersey

The New Jersey Division of Investment generated double digit returns in fiscal year 2024 while maintaining good liquidity and dry powder on hand with an overweight to cash and cash equivalents. The cash position is likely to decline through 2025 given the robust pipeline in new private market opportunities.

Sarah RundellFebruary 6, 2025

Investor Profile

LPPI’s Richard Tomlinson: Reflections of a sceptic

An environment of increased macro volatility and geopolitical risk means investors should question assumptions, move towards more narrative-based scenario thinking and build resilience says Richard Tomlinson, chief investment officer of LPPI.

Amanda WhiteOctober 15, 2024

FIS Singapore 2024

Investors urged to allocate more and get boots on the ground in Asia

The economic fundamentals of Asia dictate that asset owners should lift their allocations to the region, and a panel at the Fiduciary Investors Symposium - including chief of APG in the region - heard the best way to exploit the emerging opportunities is to have investment professionals on the ground.

Amanda WhiteMarch 25, 2024

Research

Purse strings loosen, despite rising concern about public equity valuations

The 2024 CIO Sentiment Survey finds asset owners increasingly willing to make significant allocation shifts after several years of reticence. They have a greater appetite for risk and are increasingly experimenting with new asset classes, but they are concerned about high public equity valuations.

Ben HurleyMarch 7, 2024

Sustainability

Investors trying to change the world: Why climate investing is so difficult

Asset owners are preparing their portfolios for the climate transition, reducing holdings in companies with high emissions and pledging billions to climate investments. But climate proofing portfolios is proving one of the most arduous and complex challenges investors have ever faced. Top1000funds.com takes a close look at the progress.

Sarah RundellFebruary 26, 2024

Investor Profile

UTIMCO gets ready for 2024

The endowment for two major Texan universities is hoping for a soft economic landing but planning for a recession. It is honing a playbook that ensures ongoing liquidity to make distributions, is not over its skis in terms of capital calls and commitments and has the firepower to invest in.

Sarah RundellJanuary 17, 2024

Featured Story

Cash and overweight to US equities pays at New Jersey

Investor Profile

LPPI’s Richard Tomlinson: Reflections of a sceptic

FIS Singapore 2024

Investors urged to allocate more and get boots on the ground in Asia

Research

Purse strings loosen, despite rising concern about public equity valuations

Sustainability

Investors trying to change the world: Why climate investing is so difficult

Investor Profile

UTIMCO gets ready for 2024

California Public Employees Retirement System (CalPERS)

ABP/APG Asset Management

California State Teachers Retirement System (CalSTRS)

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