Coverage, charts, video and research on Explainers for universal owners.
Institutional investors are structuring long-term power purchase agreements with data-center operators to capture returns from AI infrastructure growth while managing energy and grid reliability risks.
Institutional capital is reshaping the nuclear sector through direct SMR investment and uranium exposure. We examine how asset owners frame nuclear as essential energy transition infrastructure.
The UK's Local Government Pension Scheme is undergoing structural consolidation through pooling and megafund reforms. We explain how these changes reshape governance, costs, and long-term asset allocation for Britain's largest occupational pension system.
Pension funds and endowments confront a structural challenge: withdrawing capital sustainably without eroding long-term returns. We explain the core mechanics and institutional solutions.
Defined-contribution plans are increasingly embedding lifetime income options to help participants manage longevity risk. We examine how these mechanisms work, their adoption across institutional sponsors, and implications for long-term allocators.
GIC and CPP Investments represent distinct approaches to long-term capital stewardship. This analysis compares mandate, governance, asset allocation, and risk frameworks for institutional investors evaluating sovereign wealth fund structures.
A proposed executive order would reshape how proxy advisors operate, requiring SEC registration and enhanced disclosure. We examine the mechanics, institutional implications, and timeline.
Pass-through voting empowers pension funds and asset owners to direct proxy voting on their holdings, bypassing traditional gatekeepers and strengthening alignment between voting intent and voting execution.
As global sustainability disclosure regimes diverge, institutional investors face a critical choice: align portfolios with ISSB's principle-based framework or ESRS's prescriptive EU standard. We compare materiality definitions, scope, and enforcement mechanisms.
What tokenization of real-world assets means for large asset owners, where the market stands in 2026, and the practical case for and against.
Institutional investors increasingly allocate to infrastructure for yield and diversification. Return benchmarks vary by asset class, geography, and vintage year, with established performance indices guiding allocation decisions.
Mumtalakat Holding Company is Bahrain's state-owned investment vehicle, tasked with managing and developing strategic domestic assets while generating long-term returns for the kingdom's economy.
Research, charts, video and podcast analysis for the institutions investing at the scale of the world.
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