Surveys/Studies
PE Firm Advances Sustainability Program: Report

A sustainable food investment firm engaged with its portfolio companies to support them in articulating and measuring their sustainability impact, and 100% of portfolio companies are implementing recommendations, according to a new report.

06.26.25
Juneteenth
Hirings Of Black-Owned Managers Concentrated In Private Markets

Black-owned and led alternatives firms saw the majority of investment manager search and hire activity as institutional investors continued to focus on private markets, FIN Searches data shows.

06.19.25
Surveys/Studies
Keeping Things Simple: Institutions Should Reconsider Dual OCIO Model

A new paper highlights how a dual outsourced model introduces challenges in governance, operations and portfolio management that most institutions are not equipped to control.

06.18.25
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