Thornburg Investment Management’s Anne Lundberg in Chief Investment Officer

Tactical Shifts: How Institutional Investors Are Adjusting Asset Mixes Now

Private credit, real estate, emerging markets. Here are the ways CIOs at HOOPP, the James Irvine Foundation, and two others are solving the allocation puzzle.

Set it and forget it is a non-starter for institutional investors, especially over the past rollicking, sometimes terrifying, year. Asset allocations have always been in motion, and lots of brainpower is expended on getting the right mix—both for the near-term (aka tactical) and the long-term (strategic).