Surveys/Studies

Surveys/Studies
Larger Endowments Lead 3rd Straight Year Of Strong Positive Returns: Independent Schools Report

Largest schools reported the strongest one-year returns on average, which followed two years of smaller institutions outperforming, according to new report.

02.25.26
Surveys/Studies
DB Plans Post Best Performance Since 2020: Report

Defined benefit plans had a banner year in 2025, driven largely by higher equity exposure, according to a new report.

02.20.26
Surveys/Studies
Majority Of Inst’l Asset Mgrs. Using AI To Boost RFP Efficiency: Report

A majority of institutional asset managers are using artificial intelligence as a resource to boost efficiency and improve accuracy within the RFP process, according to a new report from Cerulli Associates.

02.19.26
Surveys/Studies
Outsourced CIO Growth Expected To Continue As Investor Needs Expand: Study

The utilization of outsourced cios continues to expand quickly as the U.S. market, which accounts for 75% of the $3.3 trillion global outsourced cio marketplace, grew by 16% in 2025 driven primarily by organic growth.

02.19.26
Surveys/Studies
Endowments Post Double Digit Gains For 3rd Consecutive Year, This Time Led By Largest Endowments: Study

Latest annual study of endowments found College and universities once again experienced double digit gains in fiscal year 2025, with largest institutions outperforming their peers after two consecutive years of outperformance by smaller institutions.

02.12.26
Surveys/Studies
Pace Of Fee Compression Appears To Be Slowing: Callan Study

Active management faced continued pressure on actual fees paid in 2024, although the pace of fee compression seems to be slowing.

01.14.26
Surveys/Studies
Private Markets Investments Piquing Interest Of DC Plans: Report

Retirement plan sponsors are showing notable interest in adding private market assets to defined contribution plans, according to Cerulli Associates’ latest report.

01.09.26
Surveys/Studies
Investment Management Industry Seeking Technology Expertise, Scaling AI: Report

A new study finds firms are rethinking technology talent and seeking those with artificial intelligence expertise.

01.07.26
Surveys/Studies
AI, Healthcare Pose Opportunities In Uncertain Future Market: Mercer

Artificial intelligence acceleration and healthcare transformation will provide opportunities across public and private markets such as unlisted infrastructure and early-stage venture capital, according to a consultant.

12.22.25
Surveys/Studies
U.S. Institutional Assets Managed By OCIOs Expected To See Continued Growth: Cerulli

A new study shows growth of the outsourced cio industry is expected to continue through 2029.

12.16.25