Engine No. 1: This Is Not Just ‘Another Energy Transition Fund’ Why the activist firm hired a Blackstone veteran to lead its private equity business. Michael Thrasher March 28, 2023
This content is from: Portfolio Here’s Where Active Managers Outperformed in 2022 Hannah Zhang March 28, 2023
This content is from: Portfolio GMO: High-Quality Banks Are Still Safe Amid the Turmoil Hannah Zhang March 27, 2023
This content is from: Portfolio The Secret Role That Consultants Play at Pension Funds Hannah Zhang March 24, 2023
Sponsored Why Your ‘Private Markets’ Strategy Is Really Just One Big Equities Play Sponsored by Capital Fund Management LLP February 06, 2023
Smaller PE Funds Struggled to Raise Money in 2022 “Amid a pullback in commitments, an outsized share of capital flowed to the largest funds, as investors re-upped with their existing managers but reduced backing for smaller and new funds,” according to McKinsey. Hannah Zhang March 22, 2023
Peter Kraus’s Performance-Fee Experiment Is Working. Up Next: New Funds. Aperture Investors has grown to $4 billion in five years — and now it’s launching an emerging market debt fund just as the rate-hike cycle could be nearing its end. Michael Thrasher March 22, 2023
With Regime Change, Institutions Are Rethinking Their Portfolios “Everything that didn’t work over the past 15 years are the things that I see institutions taking an interest in,” says Nuveen’s Nathan Shetty. Alicia McElhaney March 21, 2023
Sponsored Alternative Opportunities Amid Rising Rates Hedge funds might solve for the inefficacy of traditional portfolio construction right now. Sponsored by abrdn February 13, 2023
Asian Financials Have Weathered the Banking Crisis Better Than Global Peers Central bankers in Asia have have had strict control over regional banks since the 1997 Asian Financial Crisis. It has paid off, argues Eastspring. Hannah Zhang March 21, 2023
This Factor Made a Roaring Comeback in 2023 Volatile stocks beat value and growth equities in both January and February, according to Investment Metrics. Hannah Zhang March 20, 2023
Ares Faces Its Biggest Decision Yet: Stick With Private Credit or Become an Alts Supermarket CEO Michael Arougheti has spent the past five years building up real estate and other asset classes to keep up with his competitors — but investors still clamor most for private debt. Jonathan Kandell March 16, 2023
Sponsored The Saudi Exchange: Building the Future of Capital Markets Today What is drawing foreign investors to the Saudi Exchange? At Saudi Capital Market Forum 2023, in Riyadh on February 12-13, international financial leaders will discuss the forces behind this trend – and more. Sponsored by Saudi Tadawul Group February 09, 2023
On the Fly Fundraises and Last-Minute Diligence: How Allocators Handled the SVB Crisis Alicia McElhaney March 14, 2023
As Private Credit Takes Center Stage, This Subsector Is Stealing the Spotlight Hannah Zhang March 10, 2023
Why Bill Ackman’s Growing Bet on Howard Hughes Points to a Future U.S. Listing Michelle Celarier March 07, 2023
Sponsored Combining Tech and Talent to Solve Allocators’ Portfolio Management Challenges Sponsored by Northern Trust January 24, 2023
