Alternatives
Elite Endowments Pressured By Illiquid PE Market Where Allocations Are Unfunded: Analysis

A new study shows roughly a quarter of Ivy League or elite endowments’ private equity allocations are unfunded, meaning the institutions may need to rely on their liquid holdings within public stocks and bonds.

09.11.24
Surveys/Studies
Improved 2023 Market Environment Leads Foundations To Produce Higher Returns: Study

Foundations’ returns rose in 2023 at rates similar to the sharp declines seen during the unfavorable market environment of 2022 and in a reversal from last year, community foundations reported relatively higher returns than their private foundation peers in 2023, a new study finds.

09.05.24
People Moves
Southeast University Makes Finance Office Leadership Changes

The institution added a senior v.p. and cfo along with other senior level positions recently.

08.22.24
Trends
Q2: Co-Investment Opportunities Trending In Slow Fundraising Environment

Private markets co-investments have seen a steady uptick as they provide a unique opportunity for institutional investors to become better acquainted with managers, especially in today’s slow fundraising environment where GPs have motive to expand their offerings.

08.13.24
Emerging/Diverse Managers
Pvt. Markets Managers Must Be Accountable, Reduce Bias For DEI Progress: Report

Fund managers are increasingly demonstrating strategic advantages in the long-term success and financial performance that their organizations experience when focused on DEI, while also addressing barriers to progress in the funding of underrepresented women and people of color.

07.31.24
Credit/Private Debt
Opportunity Set Growing In Private Credit, Other Alternative Asset Classes: Webinar

Private credit’s increasing popularity makes for opportunity for investors as the alternatives market is expected to grow, according to a recent webinar.

07.31.24
Surveys/Studies
Investors Want More, Focused On Long-Term Abilities Of Managers: Cerulli

Institutional investors are focused on the long-term capabilities and expertise of a manager when making selections for an investment mandate.

07.30.24
Surveys/Studies
Global Recession To Be Avoided, Interest Rate Cut Expectations Drop: Study

Global recession should be avoided in 2024 as global growth will be in line with consensus expectations across major regions, according to a recent investment manager’s survey.

07.17.24
Industry News
Investment Manager Forms Advisory Partnership With Alternative Manager & Consultant

The firm entered into a partnership with an alternative investment manager and consulting firm, which will become investment advisor for its covered call and equity strategy.

07.16.24
5 Questions
5 Questions With Fiducient Advisors CIO Brad Long

As cio, Brad leads the firm’s investment strategy and research efforts. He is also chair of the investment committee and a member of the discretionary committee, research forum, capital markets team and mission-aligned investing committee.

06.24.24