All Posts By

administrator

Navigating the OCIO Spectrum

By Research No Comments

The last decade has seen tremendous growth in Outsourced CIO (“OCIO”) assets, from just $100 billion globally in 2007 to over $2 trillion today. However, the term “OCIO” is broad, at best. We have identified four key areas of differentiation among the OCIO industry. Within each area, there is a wide spectrum of offerings. This Makena Insight acts as a guide to navigating each area of differentiation. Understanding the breadth of offerings and how to assess them will help focus an institution’s OCIO search.

Read More

Brian Rodde in Fundfire Alts

By In The News No Comments

In the latest edition of Fundfire Alts, Makena’s Brian Rodde offers insight on the benefits of allocating to long-dated private equity funds – “You can reduce the performance leakage in fees, carry and taxes by holding the same asset in the same structure and being able to leave your money invested for longer.”

Read More

Larry Kochard on Emerging Markets

By In The News No Comments

Spurred on by geopolitical changes including Brexit and rising tensions between the U.S. and China, asset managers and others argue that there’s a strong case now for investors to move away from simple index funds and adopt a more active securities-selection approach to emerging markets. Larry Kochard, Makena’s CIO, discusses how we capitalize on market inefficiencies in countries like Brazil, China, India, and Russia using active management.

Read More

Brian Rodde in Buyouts

By In The News No Comments

Many institutional investors paused private fund commitments during the uncertainty of the Great Financial Crisis – and learned the hard way not to miss the next opportunity to invest into a market recovery. This time around, private fundraising is busier than ever. Brian Rodde comments on the highly active 2021 fundraising landscape in this article from Buyouts.

Read More

Calendar Year 2020 Marketables Investor Letter

By Research No Comments

In order to provide more regular and timely insights around our approach to the Public Equity, Hedge Funds, and Fixed Income asset classes, Makena is introducing a new semi-annual Marketables Investor Letter. This first edition outlines the implications of 2020’s market actions and reviews Makena’s approach to active management in Public Equity.

Read More