As a continuation of the Q3 2024 Asset Owner CIO Quarterly which focused on U.S. public pension funds’ asset allocations and comparative portfolios returns, the Q4 2024 Asset Owner CIO Quarterly ...

A shift in how financial advisors structure client portfolios will drive asset allocation model portfolios to a new $2.9 trillion asset milestone by 2026, predicts a new report from Cerulli Associates ...

Kentucky State University, Frankfort, is searching for a discretionary investment consultant for its $22 million endowment. The university is seeking proposals from firms that can provide services ...

A well-managed endowment fund is a cornerstone of financial stability and long-term success for any institution of higher education. At Pratt, the endowment plays a vital role in advancing our mission ...

Custom asset allocation models are taking center stage in the model portfolio market, as providers respond to growing demand for tailored solutions across advisor channels. That's according to the ...

When the largest public pension plan in the U.S. shifts its investment strategy, markets notice. That’s exactly what’s happening with the California Public Employees’ Retirement System (CalPERS), ...

In addition, when a top asset manager offers a $5 million allocation in its fund to an investor, for example, a smaller school can make good use of an investment that would be too little to put a dent ...

Following a recipe from a trusted chef is a great way to step up your home cooking game. It provides a set of instructions and recommended ingredients, but there’s still room to add your own flair (go ...

Custom Model Assets Are Growing Custom Model Portfolios: What They Are and How They Work How to Customize Portfolio Allocation Models Do’s and Don’ts of Customizing Asset-Allocation Models Our Top ...

Dartmouth College CIO David Russ has always had a fascination with numbers. Ask him about growing up in Marin County, California, and he will tell you about the 308 steps down to the lighthouse at ...