Investors can build a more equitable and just society by using their financial capital and leadership influence to create change long term.
The coronavirus pandemic has revealed stark differences in the sustainability and resilience of different infrastructure assets.
Impact investing may seem ready for prime time, but large institutional investors' limited participation remains an obstacle.
Investors should diversify their portfolios in three key dimensions: risk factors, market regimes and time horizons.
There are four steps managers can take to preserve and reinforce their corporate culture in the new remote work environment.
COVID-19 has impacted economies and populations globally, but it's also presented selective investment opportunities in real estate debt.
Ultra-low rates have pushed institutional allocators into real estate and levered loans. The better option may be high-yield bonds.
Emerging manager programs should be expanded to include more opportunities for women and minorities, including Asian Americans.
The 2021 investment landscape provides an opportunity to reach target returns outside of the traditional 60/40 portfolio allocation.
We may be at the end of a long U.S. dollar bull run, which could benefit emerging markets.
When fiscal support drops off and the realities of the economic crisis set in, private debt providers may be left holding the bag.
The pandemic has highlighted the diversification benefit of social and affordable housing, whose underlying revenues have proven robust.
As investors, we expect greater transparency from companies regarding their rationale supporting climate-related lobbying activities.
As active management becomes the norm, treasury management has migrated to a strategic, front-end, ROI capability in a firm.
Revamping pension policy by consolidating regulatory and congressional governance is a good starting point for the U.S. retirement system.
As the Biden administration works to reverse ideological policies of the Trump era, the SEC should uphold Jay Clayton's practical policies.
Though pension funds are increasingly engaged on ESG issues such as climate change, challenges remain.
There is growing interest in natural climate solutions and nature-based solutions to address societal and ecological challenges.
PEPs will enable pooled plan providers to leverage size and resources to potentially enable better retirement outcomes for all Americans.
There are material items and processes to be determined with the LIBOR switch, but there is reason to believe investors should not be worried.
Most investors are underexposed to Chinese equities but there are solutions, including overweighting A shares or modifying EM allocations.
It is increasingly apparent that a return to normalcy and in-person site visits could take much longer than anticipated.
Under a new president, Congress should build on its prior work and make 401(k) and other defined contribution plans more like real pensions.
Private equity firms that understand withdrawal liability and how to mitigate associated risks face less competition in the marketplace.