As product complexity increases, asset managers are looking to optimize their organizational structures to maintain competitive relevance, according to a new report from Cerulli Associates.
Most investment strategists think artificial intelligence will be a key factor that drives market performance in the second half of 2026 despite headwinds and ongoing uncertainty, a new report finds.
North American institutional investors are expressing strong confidence in active management and taking a holistic approach to portfolio construction to combat market uncertainty, according to a new survey.
Endowments and foundations’ allocations to alternatives have surpassed domestic equity as the largest institutional allocation, while liquidity management and portfolio resilience have become important portfolio themes, according to a recent study.
The registered investment advisor channel is expected to surpass $4 trillion in assets over the next decade as market consolidation continues to accelerate, according to a new report from Cerulli Associates.
Institutions with less than $250 million in endowment assets generated positive long-term returns in fiscal year 2025 and outperformed the same subset of institutions by 70 basis points or more year-over-year.
The firm has launched its annual endowment and foundation survey as it looks to detail how nonprofits are approaching investments, governance, fundraising and the use of AI.