Home Investment allocations

investment allocations

CalPERS board gives go-ahead for PE policy revamp

The pension has changed the way it calculates investment limits and eliminated the category of 'direct investments'.

CPPIB’s PE portfolio in four charts

PE accounted for 20.9% of the investment portfolio, making it the third-largest asset class behind public equity and bonds.

Finland’s Keva earmarks investment capital to plug spending gap

Private equity was the pension's best asset class in the first half and could play a key role in filling the income shortfall.

The rise of individual investors: publicly traded GPs

For shareholders, the true appeal of listed fund managers such as Blackstone, Carlyle and KKR lies in their long-term potential.

Aberdeen and UK insurer team up on fund finance

The deal represents another step in Aberdeen Standard's strategy to be an end-to-end provider of fund finance.

LP of the future: a more fluid approach to structure

Investment portfolios will be less segmented.

Los Angeles pension boosts targets for private equity, debt

The retirement plan also increased its exposure to private infrastructure by 1%, while targets for real estate equity and natural resources investments stayed the same.

PE assets caught up in £109bn contract dispute

Private equity and infrastructure account for up to 5% of the Scottish Widows and Lloyds Banking Group assets managed by Standard Life Aberdeen.

Introducing the model portfolio

CEPRES created a model portfolio to allow us to analyse the performance of the asset class. In this first instalment Simon Tang introduces the portfolio and examines performance to date.

Why some investors are still cautious about private equity

The asset class is an increasingly common component of investment portfolios, but some major potential investors won't take the plunge.

Copyright PEI Media

Not for publication, email or dissemination