Commentary

14 Feb

Five Ways to Capitalize on Valuable Intelligence

eVestment’s recent acquisition of Public Plan IQ gives clients access to over 10,000 searchable documents from U.S. public pensions, including fee disclosures, board materials/videos, meeting notes and minutes, annual reports, asset manager presentations, asset allocation documents and investment policies. This wealth of information is like having a seat at the boardroom table. How can you [...]
09 Feb

The Role of Alternatives in Institutional Investor Portfolios

Institutional investors and consultants are struggling to meet historical returns figures through traditional investments such as equity and fixed income and so have increased their allocations to alternatives. According to a 2016 study from Willis Towers Watson, the percentage of the allocations in a portfolio to alternatives has nearly tripled over the last 20 years, and [...]
19 Dec

Kentucky, SD County Cutting Hedge Funds, Consultant Post-Election Thoughts, Currency Hedging at PA Schools & Oregon

It has been busy for the public funds. Among documents added to Public Plan IQ last week were: Baltimore Fire, CalPERS, Dallas ERF, Idaho, Illinois Muni, Kentucky Retirement, LACERS, LACERA, LA Fire , North Carolina  DC, Oklahoma Teachers, PA  Schools, Rhode Island, San Diego County, San Francisco, San Jose City, Texas County, Texas Muni, University of Michigan, Vermont, and [...]
12 Dec

Minnesota Sets Transition Asset Allocation, IPERS Seeks Smart Beta, Alaska Seeks Small Cap Growth, International Equity in Focus

It was a very busy week for the public funds. Among documents added to Public Plan IQ were materials for Alaska Permanent and Retirement, Austin, Chicago Teachers, Dallas Police & Fire, Fairfax Educational, Fresno County, Hawaii ERS, Iowa PERS, Louisiana Teachers, Minnesota SBI, Oregon ERF, Penn Muni, San Bernardino, Sarasota Fire, Sarasota General, and Wisconsin Investment Board.  Minnesota SBI had a [...]
07 Dec

How to #THRIVE in 2017

What is the winning formula for asset managers and institutional investors in the coming year? The 2016 eVestment Institutional Investment Intelligence (EI3) client conference set out to answer exactly this question. With over 200 attendees, the conference provided institutional investment professionals with the latest trends and actionable items from a great line of speakers. Here [...]
05 Dec

South Carolina Considering Alts, NM PERA Announces Low Vol Search, RI Moves Forward with Crisis Risk Offset

Despite the holiday, it was a busy couple of weeks for the public funds. Among documents added to Public Plan IQ were materials for Arizona, CalSTRS, Florida, Illinois Teachers, Iowa Muni, Kansas, Kentucky Teachers, Maryland, Massachusetts, Montana, Nebraska, New Hampshire, New Jersey, Ohio Teachers, Orange County, Rhode Island, San Luis Obispo, San Mateo, South Carolina, Texas ERS, University of [...]
01 Dec

Global Emerging Markets – Light at the End of the Tunnel?

In a previous blog post, we cast a spotlight on the challenges facing active equity managers in the U.S. Large Cap universe. Now we’ll look specifically at Global Emerging Markets (GEM) equity as new, positive trends are coming forth. According to eVestment data, GEM active managers have experienced $38B in outflows over the period from [...]
29 Nov

Asking Deeper Questions About Complex Investments

Institutional investors have access to such a wide variety of investments that it can be a struggle to find the time to properly vet and evaluate all the options, especially on the private markets side. No matter which asset class or strategy you are considering, it’s important to know the right questions to ask that [...]
21 Nov

First Trump Wins Thought Piece, Sacramento Asset Allocation Shift Considered, Baltimore Fire Police Weighs Active Passive

It was a busy week for the public funds. Among documents added to Public Plan IQ last week were materials for Baltimore Fire, Fresno City, NM SIC, North Carolina, Ohio Workers Comp, OK Teachers, Sacramento, San Joaquin, San Jose, Sonoma, Texas Permanent, and Ventura.  Last week for Sonoma County, Aon Hewitt published the first of what we can expect to be [...]
15 Nov
Differentiation

Making the Case for Your Active Equity Strategy

Active equity managers are facing a rough operating environment on many fronts. Institutional investors are seriously looking to allocate from active to passive solutions in many of the efficient markets, such as the U.S. In a recent article, Investment Pensions Europe (IPE) stated that, “Given the increasing competition from passive, smart beta and quantitative approaches, fundamental [...]