Trends
Private Markets Firm Sees Opportunity In Quality Industry Leaders, PE Sub-Sectors: Webinar 

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.

10.02.23
Trends
E&Fs Must Comprehend Complex OCIO Market Before Hiring Decision: Webinar

Institutions looking into the discretionary investment management should focus on whether outsourced cios are independent, objective and have the necessary market experience.

09.28.23
Surveys/Studies
Impact Investors Allocate Most Capital Through Private Markets, But Public Markets Show Rapid Growth: Study

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.

09.20.23
Surveys/Studies
Private Foundation Returns Reign Over Community Foundation Peers, Space Sees Largest One-Year Decline Since GFC: Study

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.

09.07.23
Surveys/Studies
OCIO Adoption Expected To Accelerate In Coming Years: Report

Outsourced cio usage is expected to “increase considerably’ over the next two years and nonprofit institutions are expected to adopt the discretionary model at the fastest rates, according to new research.

08.17.23
Trends
Q2 2023: Private Infrastructure Offerings Gain Steam, Contribute To Hire Uptick

Institutional commitments to private infrastructure funds increased in the second quarter given attractive characteristics—like providing an inflation hedge or cash yield—and product offerings that have gained steam in recent years, a trend that will likely continue into the second half of 2023 and beyond.

08.14.23
Surveys/Studies
Community Foundations Can Address Liquidity Needs With Key Portfolio Strategies: Report

Community foundations dealing with rising interest rates and an economy that has “wobbled” over the last 18 months should revisit the role of alternatives, reconsider fixed-income and focus on costs to add stability and durability to their missions and address liquidity needs, according to a recent paper.

08.09.23
Surveys/Studies
Consultants, OCIOs Relationships Vital for Success, Access To Assets

Managers need to target consulting firms that align with their business, upgrade their consultant relations team, embrace consultant databases and position themselves as though leaders to successfully master those relationships, according to a new report.

07.27.23
Profiles
Leadership Transition & Award Validate LCG Associates’ Client-First Style, Structure

A recent award recognition and leadership transition at independent investment consultant LCG Associates validates its structure and customized client-first approach.

07.20.23
Industry News
WCAS Closes 14th Buyout Fund

The low middle market buyout fund will follow the same investment strategy as the firm’s predecessor funds.

07.13.23