UA System investment committee approves changes to asset allocation, terminates two managers and adds S&P 500 index and Arrowstreet mandate Trustees approved amendments to Board Rule 4.04 that reduce certain private-market targets, terminate two public-equity managers and invest modest positions in a Northern Trust S&P 500 index fund and an Arrowstreet global equity mandate to boost public-equity performance.

The University of Alabama System is shaking up its investment strategy, terminating two public-equity managers and pivoting towards S&P 500 and global equity strategies to enhance performance!

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#Telescope I 🔭 The Q3 report for #TelescopeBiotech, a public equities fund advised by @ysioscapital.bsky.social , is now available from our partner Andbank Wealth Management.

👉Full report - andbank.es/boutiquehub/...

#PublicEquity #Fund #healthcareInvesting #BiotechSector

KKR partners with Capital Group to launch fund blending public and private equity (Reuters) -KKR and Capital Group will launch a fund that will give investors exposure to both private and public equity, the investment firms said on Wednesday, as appetite rises for diversification beyond traditional assets. The fund will be launched in early 2026 in the U.S., pending approval from regulators. It is structured as an interval fund, which allows investors to exit only during set windows, and will have low minimum investment thresholds. With high-profile companies remaining private for longer, investment firms are seeking new ways to meet rising demand for exposure to private markets. The potential for outsized returns from privately held companies has drawn interest from retail investors. These assets are also less sensitive to the economic swings that impact public markets, making them useful for diversification. "Private market investments can enhance returns and add diversification within a portfolio, yet have historically been out of reach for everyday investors given accreditation requirements and higher investment minimums," said Holly Framsted, head of product group at Capital. The new fund will deepen the partnership between KKR and Capital, which in April launched two funds focused on a mix of public and private credit. These funds have pulled in $100 million in flows in the first three months, the companies said.

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Investment firm increases public equity holdings amid US market underperformance Firm strategically adds to public equities while addressing geopolitical concerns in China and India.

San Francisco's bold investment strategy has turned market challenges into a billion-dollar opportunity, revealing a newfound confidence in international equities.

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#SanFranciscoCitySanFranciscoCounty #CA #CitizenPortal #InvestmentStrategy #PublicEquity #SanFranciscoFinance

Most significant change is the increase 2023 to 2024 in the US portfolio weight in CPPIB's assets: from 36% to 42% (and the decrease in Asia's 26% to 21%). Nearly as significant is the increase #PublicEquity 24% 2023 to 28% 2024. #PrivateEquity, Infrastructure, Real Estate each declined to make up.