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...The portfolio shake-up, which was confirmed after a scheduled asset allocation review, will bring the California-based plan into line with other big retirement systems in the US, including Calstrs, which...
...A global private equity or debt portfolio should be very closely correlated with a global public equity or debt portfolio....
...The Texas Retirement System incorporated leverage within its individual asset allocations in 2019 to improve the “risk return profile” of the fund....
...The increase reflected SSI’s valuable land portfolio, according to one person familiar with the transaction....
...Such portfolios were hard hit in 2022 when both stocks and bonds tumbled — a scenario for which such portfolios were not designed, although they performed well late last year when both assets surged in tandem...
...] in private markets and alternative assets....
...In some cases this has been for technical reasons such as older computer systems that are ill-suited to running multiple small assets such as batteries....
...Ailman signalled that its private markets allocation, which includes assets such as private equity and real estate and which amounts to about 40 per cent of the portfolio, had peaked....
...Never mind that both the affiliate and Sorrento are incorporated in Delaware and registered in California. Why all these shenanigans?...
...To alleviate pressures on the fund’s liquidity as it met redemptions, Blackstone a year ago took a $4.5bn investment from the University of California that came with a high return promise....
...Retail punters already have cheap access to diversified portfolios, such as index trackers, in a way they didn’t have 40 years ago....
...Strive Asset Management, the activist exchange traded fund manager founded by Republican US presidential candidate Vivek Ramaswamy, plans to “imminently” roll out model portfolios and a collective investment...
...“Investment trusts used to be a uniquely British success story and a vibrant part of the market,” said James de Bunsen, a portfolio manager at Janus Henderson Investors’ multi-asset team....
...The $34bn portfolio suffered a 1.7 per cent loss last year, mainly because of the underperformance of the portfolio....
...Boutique, a design-led portfolio of holiday houses across the world, has one of the best, and best-value, holiday lets on the island....
...), and by 60 per cent for life insurers, which have more long-term assets and liabilities....
...Last year, it published a child-lens investing framework and toolkit, including due diligence questions and principles for measuring impact, to help asset owners and portfolio managers put child-lens investing...
...Most news gets incorporated into the stock price, but not all of it. This is really a standalone signal. When I talk about the families of factors, one family is fundamental momentum....
...California-based Franklin, with $1.4tn in assets, experienced almost $7bn in net outflows in the latest quarter largely due to underperformance in its Western Core Plus fixed income fund, which was caught...
...The holding company had total liabilities, including leases, of £3.4bn and total assets worth £3.8bn during the period. Selfridges UK performance weighed on the other brands in the group....
...In the 1990s Francois-Henri’s father Francois purchased a portfolio of junk bonds from Executive Life, a now defunct California insurer that had been bought by Credit Lyonnais....
...Smagin sued to confirm his arbitration award as a California judgment, and obtained an order freezing Yegiazarian’s California assets....
...The acquisition of Carmot, which is based in Berkeley, California, hands Roche a series of assets based on glucagon-like peptide 1 (GLP-1) agonists, which were developed to help control blood sugar levels...
...Armstrong here, back after a week in California....
...Also in the portfolio is California-based KoBold Metals, backed by Bill Gates and Jeff Bezos....
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