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The Essential

Chris Hohn’s TCI Tops Hedge Fund Gains in 2025

Over time, the top 20 money managers have made almost $1 trillion for their investors.

The Total Portfolio Approach Is Still a Human Framework — And That’s the Problem

The industry’s newest portfolio construction approach still depends on human interpretation, raising questions about how different it really is from the models it aims to replace.

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Fireside Chat- CLO Equity in Focus: Income & Diversification for Institutions

ESG Done Right Can Give PE Portfolios Double-Digit Boosts

BCI’s Evan Greenfield says “there is material value creation emanating from ESG.”

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City and County of San Francisco

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Columbia University

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Mercer

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