Surveys/Studies
Private Markets Provide Opportunity For E&Fs In Uncertain Market: Survey

More than half, 58%, of endowment and foundations are currently invested in private market assets or are considering investing over the next 12 months, according to a survey.

12.07.23
Surveys/Studies
Active, Passive Management Face Continued Fee Pressure: Callan Study

Both active and passive management faced the pressures of fee compression in 2022, according to a recently released study from investment consultant Callan.

11.30.23
Industry News
U.S. Presidential Election Is Investors’ Top Concern Over Rising Rates, Inflation: Study

The 2024 U.S. presidential election is causing anxiety for many investors that are concerned about the impact it will have on their finances, a new study finds.

11.14.23
Trends
Q3: Institutions Seek Opportunistic Strategies In Uncertain, High Rate Environment

Institutional investors have become increasingly attracted to opportunistic and special situations investments across the broad real estate and credit sectors due to interest rate hikes and capital market dislocation, which the industry finds will likely continue into 2024.

11.13.23
Surveys/Studies
ESG Practices Affected By Mgr. Size: Study

When it comes to asset managers’ integration of ESG factors, larger firms tend to have a leg up on their smaller peers when it comes to the amount of resources available, according to inaugural analysis from investment consultant Callan.

11.09.23
Surveys/Studies
E&F Return Expectations Muted, Increased Alternatives Role Anticipated: Study

A new study finds that endowments and foundations’ investment expectations are muted given an uncertain market environment, while they anticipate alternatives having an increased role in portfolios.

11.08.23
Surveys/Studies
Commonfund Makes Significant Progress In Portfolios’ Diverse Manager Hires: Report

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.

10.26.23
Industry News
Interest Rate Normalization Could Mean No Recession: Webinar

An inverted yield curve historically tends to signal an impending recession.

10.19.23
Profiles
Forthcoming Children’s Book Provides Access, Confidence In Financial Literacy

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.

10.13.23
Fixed-Income
Institutions Underexposed To Fixed-Income, Missing Out On Returns: Survey

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.

10.11.23