Surveys/Studies
Independent Schools’ Average Annual Return Takes Sharp Year-Over-Year Dip, Larger Endowments Benefit: Study

While the negative fiscal year 2022 return hurt longer-term performance, good returns from prior years helped to mitigate the impact, according to the study.

03.23.23
Trends
VC Space Opens Up On SVB Fallout, Concern For Specialized Banks

Venture capital investors are expressing concern over the support for specialized banks that have provided numerous resources to the industry in light of the recent collapse of Silicon Valley Bank.

03.21.23
Surveys/Studies
Short-Duration Benefits Healthcare Systems In High Rate Environment, But Caveats Exist: Report

Given available yields in short rates and “superior” liquidity in the current high interest rate environment, healthcare systems can benefit from allocating new funds to short-term tiers, according to a recent report.

03.15.23
Surveys/Studies
Institutions Cautiously Optimistic Toward Future Performance:  Survey

Institutions are not as pessimistic about future economic performance as they were last year and their sentiments have shifted to cautious optimism, according to a recent survey.

03.09.23
Surveys/Studies
Institutions Should Resist The Urge Of Trying To Time The Markets: Report

The Staying Fully Invested paper offers historical perspective in an effort to help institutions stay the course through bear markets.

03.02.23
Trends
Q4 2022: Non-U.S. Equity Manager Hires Reign Over Domestic Equities

Non-U.S. and global equity saw greater interest than domestic strategies during the fourth quarter, according to FIN Searches hiring data.

02.21.23
Surveys/Studies
Universities See Sharp Decline In Average Endowment Return, Long-Awaited By Industry: Study

Higher education endowments’ average investment return was down sharply in the 2022 fiscal year ending June 30 reflecting a sudden entry into the long-anticipated low-return environment, according to a recent study.

02.17.23
Surveys/Studies
Responsible Investing, ESG Principles Gaining Steam Among Colleges & Universities: Study

U.S. colleges and universities’ adherence to ESG principles is growing as institutions have increased their commitment to ESG in their investments policies and portfolios, while others are considering incorporating policies, according to a recent study.

02.17.23
Surveys/Studies
Investors Report Significant Jump In Sustainable, Impact Investing Engagement: Survey

Institutional investor engagement in sustainable and impact investing has experienced 80% growth since 2018, new research finds.

02.09.23
Surveys/Studies
Poor 2022 Public Market Returns Drop U.S. Foundation Assets: FoundationMark

U.S. foundation assets fell nearly $250 billion in 2022 and are now at their lowest level since December 2018.

01.25.23