Coverage of public and corporate pension funds.
She started as a teenage typist and never finished college — on her application she wrote “not degreed yet” in blue ink. Then she took America’s largest public pension fund from 68% to 85% funded. Inside Marcie Frost’s decade at CalPERS.
A physical chemist with 36 patents runs C$793 billion for 22 million Canadians — and has spent three years trailing his own benchmark on purpose. Inside John Graham's case for diversification as “an act of humility.”
Software became direct lending's favourite trade. Now AI is repricing software economics in real time — and the first cracks will show up not as defaults, but as recognition risk. What universal owners must ask now.
Research, charts, video and podcast analysis for the institutions investing at the scale of the world.
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