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 ...

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 ...

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 ...

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 ...

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 ...