Coverage, charts, video and research on Explainers for universal owners.
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.
The New Zealand Superannuation Fund is a Crown entity managing long-term capital to support New Zealand's public pension scheme. It operates under a legislative framework emphasizing diversified, patient capital deployment.
The Employees Provident Fund is Malaysia's mandatory pension scheme and one of Asia's largest institutional investors. It serves as the primary retirement savings vehicle for private sector employees.
Institutional investors increasingly debate whether Yale's endowment model of alternatives-heavy diversification or integrated total portfolio management better serves long-term capital preservation and growth.
Real estate risk-return hierarchy ranges from stabilized core holdings to opportunistic development plays. Core-plus occupies the pragmatic middle ground for institutions seeking yield with controlled upside exposure.
An investment policy statement (IPS) is the foundational governance document for institutional investors, establishing investment objectives, risk parameters, and manager mandates. It operationalizes fiduciary duty and provides accountability across market cycles.
Institutional investors choose between private equity and hedge funds based on liquidity needs, return expectations, and capital deployment timelines. Each serves distinct roles in diversified long-term portfolios.
Ten-year private equity returns have delivered competitive performance for institutional investors, though vintage-year selection and fee drag remain critical variables. Current market conditions are reshaping return assumptions.
Research, charts, video and podcast analysis for the institutions investing at the scale of the world.
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