IMCO reports net return of 9.9% in 2024, with Mag 7 equities leading the charge
Returns across IMCO’s client portfolios ranged from 8.2% to 11.3%.
institutional
Markets Group Releases Part 4 of the Next Elite
As we continue to celebrate the rising leaders of institutional investing, we are excited to unveil Part 4 of the Next Elite List—a recognition of the Deputy Chief Investment Officers and Senior Investment Officers shaping the future of asset management. These investment professionals are known for having what it takes to make it into the CIO seat, and have been nominated by Chief Investment Officers from Public Pension Funds, Endowments, Foundations, and Corporate Pension Funds. They are helping to drive key investment decisions, demonstrating their leadership skills in navigating political environments, influencing portfolio strategies, and navigating complex market environments with expertise and foresight.
OMERS taps Alexander Fraser to lead private equity team
Fraser joins the C$138.2bn pension plan from 65 Equity Partners US, where he was a founding partner of a multi-billion-dollar global PE initiative sponsored by Temasek.
Markets Group Releases Part 3 of the Next Elite
As we continue to celebrate the rising leaders of institutional investing, we are excited to unveil Part 3 of the Next Elite List—a recognition of the Deputy Chief Investment Officers and Senior Investment Officers shaping the future of asset management. These investment professionals are known for having what it takes to make it into the CIO seat, and have been nominated by Chief Investment Officers from Public Pension Funds, Endowments, Foundations, and Corporate Pension Funds. They are helping to drive key investment decisions, demonstrating their leadership skills in navigating political environments, influencing portfolio strategies, and navigating complex market environments with expertise and foresight.
From the Sidelines: 2024’s Biggest Conversations in Private Wealth and Institutional Investing
From Sydney to Park City: The Private Wealth and Institutional Conversations That Defined 2024
Markets Group hosted over 100 forums in 2024, and these highlights from our “From the Sidelines” recaps capture the pulse of Private Wealth and Institutional Investing. Explore the key topics and hot-button issues that shaped the year.
2024 Institutional Survey Results from 116 Allocators
Markets Group surveyed 116 institutional allocators from Public
Pension Funds, Endowments, Foundations, and Corporate Pension Funds to
understand how they navigated a year defined by economic uncertainty,
geopolitical tensions, and shifting investment landscapes. This report captures
their perspectives on emerging market opportunities, macroeconomic challenges,
ESG integration, and evolving strategies across asset classes. From the
increased appeal of private credit to cautious optimism in real estate and the
measured adoption of AI, these insights reflect the adaptability and resilience
of institutional investors as they prepare for the complexities of 2025.
Southeast Allocators Balance AI, Real Estate, and Fixed Income Ahead of Policy Shifts
Markets
Group conducted an in-depth survey following our 11th Annual Southeast
Institutional Forum, gathering insights from top allocators at Public Pension
Funds, Endowments, Foundations, and Corporate Pension Funds. Findings reveal
how Southeast investors are navigating an economic landscape influenced by
geopolitical tensions, policy shifts, and evolving market dynamics. With a
focus on high-yield credit opportunities, real estate debt, and selective AI
integration, these investors are strategically positioning to capture growth
while managing risks in fixed income and emerging markets ahead of anticipated
policy changes.
How Investors in Western Canada Are Strategizing in Real Estate, Credit, and Emerging Markets
Markets
Group conducted an in-depth survey following our Western Canada Institutional
Forum, capturing insights from top allocators at Public Pension Funds,
Endowments, Foundations, and Corporate Pension Funds. Findings reveal how
Western Canadian investors are adapting to an evolving economic landscape
shaped by government policy changes and liquidity concerns. With a strategic
focus on high-yield credit, real estate debt, and infrastructure financing,
these investors are navigating opportunities in multi-family housing and
industrial real estate while carefully managing risks in fixed income and
emerging markets.
From Credit to CRE: Texas Investors Find Opportunities in Evolving Markets and Policy Changes
Markets Group has conducted a comprehensive survey following our 11th Annual Texas Institutional Forum, gathering insights from leading allocators at prominent Public Pension Funds, Endowments, Foundations, and Corporate Pension Funds. The findings reveal how Texas institutional investors are capitalizing on emerging credit and real estate opportunities, stepping in as banks scale back due to tighter regulations. With a focus on direct lending, distressed debt, and specialized strategies, investors are navigating complex markets to secure liquidity and attractive returns amid a questionably volatile economic landscape.
From Election Investing to Private Equity – Allocator Insights in New England
From election investing to private equity: Markets Group conducted a comprehensive survey of institutional allocators from Public Pension Funds, Endowments, Foundations, and Corporate Pension Funds in New England. The survey aimed to capture their perspectives on key market trends, strategies, and emerging challenges in the current economic environment. This white paper presents the insights gathered, offering a detailed look at how these investors are navigating a rapidly evolving financial landscape.