Insights
Final Endowment Tax Numbers Lack Impact On Portfolios Affected By One Big Beautiful Bill Act

Endowments impacted by the finalized One Big Beautiful Bill Act are facing “much more palatable” excise tax numbers in comparison to earlier proposals, new research finds.

07.23.25
Surveys/Studies
Long-Term Thinking: Investors Should Adopt Consistent Private Markets Allocation Approach

A new report argues investors should adopt a consistent approach to investing in private markets asset classes that adheres to their long-term nature, as opposed to timing the market.

07.03.25
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