The University of North Dakota’s athletic endowment is just over $49 million, according to the school. The market value of ...

So when I'm thinking about top-down asset allocation, right now, we're tilting overweight to stocks. We're neutral on ...

Returns generated by well-established hedge fund strategies could be categorised as ‘hedge fund beta’, and manager fees correspondingly lowered, according to Gregor Andrade, AQR Capital Management ...

Global Endowment Management (GEM) appointed Matt Bank as co-chief investment officer to serve alongside current CIO Mike ...

I recently chatted with a retired couple who were looking for a second opinion about their portfolio’s asset allocation. The key question: Is 65% in stocks too high for someone in their situation?

Eaton Vance California Municipal Income Trust. Eaton Vance Municipal Income Trust. You are cordially invited to attend the Annual Meeting of Shareholders of your Fund, which will be held at the ...

The Harvard Management Company pared down the direct holdings in its public equity portfolio to fewer public stocks than ...

Funds that use Section 351 conversions are rolling out in 2025, led by the launch of one with the ticker TAX. Here's what ...

By Paul Foden, CEO of Aedon.Accounting/* *Inadvertently the SORP committee has produced a compliance monster.* ...

Maximise tax savings by carefully selecting investments aligned with financial goals and asset allocation for optimal results ...

Balanced advantage funds invest in a mix of stocks, debt, and arbitrage opportunities. These funds decide their equity exposure depending on key market ratios or in-house parameters. iStock Balanced ...

Dodge & Cox replaces Western Asset Management Co., which was ... As of Dec. 31, the endowment fund’s actual allocation to fixed income was 23.4%. Allocation information for the state insurance ...