Large allocators successfully navigate the disruption
Discover the latest version of pension funds, donations, family agencies and sovereign asset funds from top institutions and asset managers.
Pension funds
How likely will investors survive their savings? (Math Investor)
How individuals, pensions, investment funds and even pension systems about the government deal with an increasing lifespan can come to the fore as one of the most important issues of our time.
Disconnecting Global Pension Systems (CFA Institute)
Every country or market has its own pension system, which has been developed for many decades, which has been influenced by a series of political, cultural and economic factors.
Q2 Pension financing status (Metlife IM)
During the second quarter of this year, the average status funded by pension reached its low on 2 April at 100.8%. The funded status reached its peak on 21 May at 106.1%.
Research into pension trends and geopolitical dynamics (Amundi)
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Data shows that many investors have unrealistic expectations about when they retire and what income they need for retirement.
Building the Future: Listed Real Estate in Dutch Pension Portfolios (Nareit)
Listed Real Estate has emerged as a preferred diversification of asset class between some European pension funds.
Global DC Peer Study 2025 (Thinking Print Institute)
DC pensions have become the dominant model in the global pension landscape, which means that DB is surpassed in assets share and is expected to speed up quickly.
Donations and non-profit organizations
How to structure the Endowment and Foundation portfolios today (Mercer)
2025 has been a challenging year for many donations and foundations. However, the forces that have brought volatility are still there.
Basics for charities: Get the most out of your giving (Vanguard)
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Americans have made gifts of a total of $ 550 billion in 2024, with 71% of that amount – $ 392 billion – from individual donors instead of companies, foundations or legacies.
How to create a donation that persists (Fidelity Investments)
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Many organizations start fundraising for a donation in a quiet phase, in which board members or very involved large donors make important gifts.
Diversifiers Forever (AQR)
Foundations and donations are in it for the very long term. Their investment horizon is effective forever.
The risk, reward and assets allocation of Non -Profit Endowment Funds (Nber)
Public non -profit organizations play a central role in the US economy, with more than 20 million people with an annual wages of more than $ 1 trillion.
Sovereign wealth funds
Trade policy and the framework of a second American century (State Street)
Although not directly related to how sovereign power funds invest, this podcast will be about the environment in which these investors will assign in the future.
Annual overview 2024 (iFSWF)
Sovereine wealth funds penetrated decisively in hard assets – infrastructure and real estate – with 61% of the investments that exceed share allocations (39%).
Annual report 2024/2025 (GIC)
The forces that shape the contemporary investment environment go beyond every market cycle or structural trend. They hit the basis of the global order.
Family Offices
Global Investor Insights Survey 2025 (Schroders)
In the current environment, active strategies offer control -investors who have to manage complexity, create portfolio -feud and seize opportunities.
Tomorrow’s pension is here: why alternatives are no longer optional (alt)
Trust in traditional pension strategies is shifting and for good reasons.
Global Family Office Business Report 2025 (KPMG)
Family businesses are the backbone of economies worldwide, which represent a significant part of worldwide GDP and employment.
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