Since beginning its diversity, equity and inclusion efforts in earnest nearly a decade ago, one investment advisor has made significant progress in having increased diverse manager hires in client portfolios to 45 firms from 10, while also having improved diversity representation in its workforce.
An inverted yield curve historically tends to signal an impending recession.
An institutional investment industry veteran has penned a new children’s book that aims to give children the confidence and access to become financially literate.
Nearly all institutions and wealth managers think fixed-income, where many are underexposed, is more attractive than equities as the threat of recession looms, a new study finds.
Investors worldwide are increasingly expanding into private assets and taking advantage of opportunities provided by the energy transition, however, an annual study finds mixed levels of support for their net-zero targets.
A report finds that 90% of surveyed asset owners expect to already have or be working toward the goal of introducing investment practices into their portfolios by 2028.
Investors can find opportunities for growth with “resilient” portfolio companies in certain sub-sectors of private equity that can prove to be beneficial in an inflationary environment.
Institutions looking into the discretionary investment management should focus on whether outsourced cios are independent, objective and have the necessary market experience.
A new report finds the impact investment space has seen tremendous growth in assets allocated in public markets as the fastest-growing asset class over the last half decade was public debt.
Private foundations reported relatively better average annual returns than their community foundation counterparts for 2022, however, the average annual returns declined from the previous year, representing the largest average year-over-year decline for foundations since the Global Financial Crisis.