Surveys/Studies
A new report indicates that lack of liquidity and high fees remain the largest barriers for private markets strategies in the financial advisor industry.
A new research report finds asset owners remain divided on whether active or passive management offers the best risk/return profile for their public market exposure.
Endowments and foundations are increasingly turning to outsourced cios with the growth largely driven by smaller institutions, according to new research.
A large majority of target date fund platforms are not considering adding private equity, private credit or real estate into their products, Callan’s 2025 defined contribution trend survey showed.
New research emphasizes the importance for foundations and endowments to stay invested through all market conditions despite wanting to time the market to respond to market volatility.
Faith-based investments offer an untapped opportunity for advisors to better understand the needs of investors, where one registered investment adviser’s new research finds a mismatch in the awareness and usage of the strategies.
A report reminds managers, outsourced cios and solutions providers that communication is key as “clients want to know their asset manager is thinking of them and is on the job.”
Cross-border trade between Mexico and the U.S. and inflows of copper-related products stand to continue despite tariff volatility, opening up opportunities for investors.
A new survey finds institutional investors remain optimistic about private markets and alternative asset classes’ ability to buoy their portfolio despite economic uncertainty.
An independent forum for investment solutions providers and their partners has created a new holistic value measurement framework for evaluating outsourced cios, investment consultants and advisors to move beyond traditional performance and fee assessments, according to a new report.