The Californian pension fund, known as Calpers, said Monday its new "total portfolio approach" will focus on which investments can boost the performance of its entire portfolio, rather than allocating ...

CalPERS, the California Public Employees’ Retirement System, agreed on Monday to adopt a method of investment known as a Total Portfolio Approach. That’s a system which ditches traditional ...

In the staid world of sovereign wealth and pension funds, an evolution is underway that could rewrite how trillions of dollars get invested.

Research by Harry Markowitz in the 1950's provides the basis for much of the corpus of modern portfolio theory. In this framework, portfolio construction is highly dependent on asset correlations to ...

If you have a $3 million nest egg to invest, a dividend-centered approach can be a great way to generate steady income. Even ...

The joint stock-bond rally this year has put renewed focus on portfolio construction approaches. We think a new macro regime needs a new approach. U.S. stocks rose last week but lost steam on Friday ...