5 Questions
5 Questions With Steve Foresti, Senior Advisor Of Investments At Wilshire  

Foresti supports the management of Wilshire’s investment platform and leads its research efforts, including strategic investment and asset allocation research.

03.10.25
Surveys/Studies
Target-Date Funds Remain Dominant Retirement Investment Vehicles Among DC Plans: Survey

Defined contribution plans are increasingly favoring passive management for the target date fund strategies.

03.07.25
Surveys/Studies
Size Matters: U.S. Large-Cap Stocks Outperform Small-Caps In 2024 Active Manager Review

Differences in return from a size perspective were meaningful in 2024 among U.S. equity universes.

03.06.25
Industry News
Private Equity Funds To Make Majority Investment In First Eagle

Private equity funds managed by Genstar Capital have agreed to make a majority investment in independent, privately owned firm First Eagle Investments.

03.03.25
Surveys/Studies
Transparency Reigns As Majority of E&Fs Hold Sustainable Investment Polices: Report

A sustainable and impact investing assessment found that the majority of surveyed endowments and foundations, 93%, have sustainable investing policies and practices in place with 73% having “sophisticated” or “robust” measures.

02.26.25
Surveys/Studies
Fixed-Income Hedge Funds Gain Traction Among Global Investors: Study

New research finds fixed-income hedge funds are growing in popularity among global institutions that seek higher yields without liquidity.

02.25.25
Surveys/Studies
Independent Schools See Strong Returns For Second Consecutive Year As Smaller Endowments Outperform: Study

Independent schools’ endowments generated strong performance for the second year in a row as the smaller institutions outperformed their larger peers, according to a new study.

02.20.25
Surveys/Studies
Smaller Endowments Outperform Larger Peers For Second Consecutive Year: Study

Smaller college and university endowments outperformed their larger peers for the second year in a row, according to the National Association of College and University Business Officers’ 51st annual study of endowments.

02.12.25
Emerging/Diverse Managers
Emerging Managers Week Shows Institutional Investment Industry’s Commitment To DEI

The institutional investment industry is celebrating Emerging Managers Week in New York City and staying the course on its commitment to diverse managers that deliver robust returns.

02.12.25
Trends
Q4 2024: Alternative Private Markets Consultants Offer Comfort, Partnership For Institutions

Institutional investors increasingly sought comfort and partnerships with investment consultants that provide expertise on alternative and private markets asset classes as 2024 came to a close.

02.12.25