Asset Allocation

PitchBook’s 2030 forecast spans $2.7 trillion depending on a single variable: whether AI delivers real exits.

Private market AUM is estimated to reach $26.7 trillion by 2030, but with sharp divergence between strategies

This analyst note examines the record fundraising and strong relative performance of digital infrastructure funds in 2025, driven by growing AI- and cloud-driven demand for compute.

The Department of Labor has released its long-awaited 401(k) investment rules proposal, but the outcome may not be what the organization intended. Rather than a green light for private equity and crypto, the new framework focuses on fiduciary process and litigation protection. Will it actually move the needle? Read our analysis to find out.

New York City Comptroller Brad Lander’s pledge to rid the city’s pension system of GPs without strong net zero plans underscores the growing political divide around ESG investing.

A wealth manager shares key considerations for individual investors when selecting private market fund managers.

Florida’s State Board of Administration made over $600 million in commitments to various PE funds in Q2 2024.

The fund voted to increase its PE allocation target by 3 percentage points.

Calpers increases its private market exposure in its continued transition from fund investor to co-investor.

The 2024 Allocator Outlook explores recent macroeconomic developments from an allocator’s perspective, examining potential paths forward and areas of risk and opportunity.

In a survey of 500 institutional investors, 64% of respondents said they remain optimistic about PE’s performance.

The largest US public pension scheme is looking to expand its allocation to venture from around $800 million to up to $5 billion after a “lost decade” of returns.

Despite headwinds, a State Street survey shows that institutional investors remain bullish on the private markets.