Industry News
DC Plans Shift To Passive Target Date Funds, Custom Solutions: Survey

The inclusion of passive target date funds continues to increase at defined contribution plans as there is a sustained transition away from fully active strategies, a new study reveals.

02.18.26
Surveys/Studies
Endowments Post Double Digit Gains For 3rd Consecutive Year, This Time Led By Largest Endowments: Study

Latest annual study of endowments found College and universities once again experienced double digit gains in fiscal year 2025, with largest institutions outperforming their peers after two consecutive years of outperformance by smaller institutions.

02.12.26
Trends
Q4 2025: OCIOs Can Swiftly Execute & Advise Institutions In Today’s Market

Outsourced cios can use their expertise to both execute and advise institutions in a quick and efficient manner in today’s complex investment environment, industry professionals find.

02.10.26
Trends
Surprises In Store Despite Generally Positive Outlook For 2026: Consultant

The consultant finds the primary theme for 2026 is surprises – growth surprises, inflation surprises, political surprises – despite a generally positive outlook backed by continued economic growth.

01.28.26
Surveys/Studies
Pace Of Fee Compression Appears To Be Slowing: Callan Study

Active management faced continued pressure on actual fees paid in 2024, although the pace of fee compression seems to be slowing.

01.14.26
Surveys/Studies
Investment Management Industry Seeking Technology Expertise, Scaling AI: Report

A new study finds firms are rethinking technology talent and seeking those with artificial intelligence expertise.

01.07.26
Surveys/Studies
AI, Healthcare Pose Opportunities In Uncertain Future Market: Mercer

Artificial intelligence acceleration and healthcare transformation will provide opportunities across public and private markets such as unlisted infrastructure and early-stage venture capital, according to a consultant.

12.22.25
Surveys/Studies
U.S. Institutional Assets Managed By OCIOs Expected To See Continued Growth: Cerulli

A new study shows growth of the outsourced cio industry is expected to continue through 2029.

12.16.25
Surveys/Studies
North American Institutional Investors Ahead On Positive Sustainable Investing Outlook: Global Report

A new survey finds asset owners and investment managers expect sustainable fund allocations to increase.

12.10.25
Surveys/Studies
AI Advancements Revolutionizing Wealth, Asset Management Sectors: Study

Wealth and asset management firms are advancing in AI, which a new global study finds will revolutionize the sectors and transform how they operate, serve clients and generate value.

12.05.25