Could AI offer investors a steady hand amid times of uncertainty?
A recent survey by Mercer found nine out of 10 investment managers are currently using or planned to use AI in their investment processes.
A recent survey by Mercer found nine out of 10 investment managers are currently using or planned to use AI in their investment processes.
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.
If most LPs have not already started using AI for automating data extraction and collection, they plan to start within the next six months.
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.
The
$18.78bn pension plan has made a new allocation of $80m to a fund endorsed by
CalPERS and Virginia-based pension plan
Mika Malone, the managing principal at Meketa Investment Group, talks about choosing the best managers, using AI to make decisions, fed rates, emerging markets and other topics of investor interest.
From Steven Meier
at NYC to Larry Fink, data centers have become attractive to investors. They
plan to allocate through their infrastructure portfolio.
The chief investment officer of one of the fastest growing funds in the world, Arizona’s Public Safety Personnel Retirement System, has been studying AI for a decade. Now he’s applying it to his portfolio.
During this interview, he’ll discuss case scenarios that artificial intelligence software can be used effectively, and some of the challenges and risks around it. (Video interview and Transcript)