Surveys/Studies
Advisors Provide Primary Access Point To Rapidly Evolving Alternative Investments: Study

A new report indicates that lack of liquidity and high fees remain the largest barriers for private markets strategies in the financial advisor industry.

06.12.25
Surveys/Studies
Cost Factors Into The Passive Versus Active Debate For Institutions: Cerulli

A new research report finds asset owners remain divided on whether active or passive management offers the best risk/return profile for their public market exposure.

06.05.25
Surveys/Studies
Smaller E&Fs Driving Growth In Outsourced CIO Searches

Endowments and foundations are increasingly turning to outsourced cios with the growth largely driven by smaller institutions, according to new research.

05.21.25
People Moves
Asset Manager Hires Head Of New Sustainability Stewardship Service

The asset manager has launched a new service that offers institutional clients the ability to follow a sustainability-focused engagement and proxy voting framework and hired a managing director and head of sustainability stewardship to lead its team.

05.14.25
Trends
Q1 2025: Direct Lending Space Sees Uptick As Private Credit Popularity Continues

A gradual increase to the direct lending space through the first quarter reflects private credit’s growing popularity within the industry, which expects continued growth as more institutions look to the asset class to diversify their portfolios.

05.13.25
Surveys/Studies
Avoiding Noise Best Prep For Nonprofits Managing Future Market Volatility

New research emphasizes the importance for foundations and endowments to stay invested through all market conditions despite wanting to time the market to respond to market volatility.

05.07.25
Industry News
Teton Advisors Sells Advisory Assets

The multi-strategy manager sold roughly $975 million in investment management advisory account assets to a global financial services company.

05.07.25
Industry News
Clearlake Capital Launches Specialist Credit Platform

The firm’s newly launched credit platform brings together MV Credit, WhiteStar and Clearlake’s existing credit business under one unified offering.

05.06.25
Surveys/Studies
Faith-Based Investing Offers Untapped Opportunity For Advisors: Report

Faith-based investments offer an untapped opportunity for advisors to better understand the needs of investors, where one registered investment adviser’s new research finds a mismatch in the awareness and usage of the strategies.

04.16.25
People Moves
Athena Capital Appoints Director

The women-led opportunistic growth firm has appointed a new director for capital raising initiatives and business development strategy.

04.15.25