Surveys/Studies

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
Surveys/Studies
North American Institutional Investors Ahead On Positive Sustainable Investing Outlook: Global Report

A new survey finds asset owners and investment managers expect sustainable fund allocations to increase.

12.10.25
Surveys/Studies
Managers Adjust Distribution Tactics In New Inst’l Landscape

A shifting institutional landscape is forcing asset managers to adjust their distribution tactics, according to Cerulli Associates’ most recent report.

12.05.25
Surveys/Studies
AI Advancements Revolutionizing Wealth, Asset Management Sectors: Study

Wealth and asset management firms are advancing in AI, which a new global study finds will revolutionize the sectors and transform how they operate, serve clients and generate value.

12.05.25
Surveys/Studies
Ongoing Macro-Level Concerns Lead E&Fs To Increase Pvt. Markets Investments, Diversify: Survey

Heavy concerns about market volatility and political risks have led endowments and foundations to increase their allocations to private markets programs and diversify their portfolios in response, a new study finds.

12.04.25
Surveys/Studies
Institutions Prioritizing Active Management, Foresee Markets Correction In 2026: Natixis

Markets are due for a correction in 2026 after three consecutive years of double-digit returns on most indexes, with a new study finding many institutions are favoring active strategies.

11.20.25
ESG
ESG Momentum Slowing Overall: Study

Momentum surrounding environmental, social and governance efforts has slowed in the last two years among managers providing data to a recent study from an investment consulting firm.

11.20.25
Surveys/Studies
World’s Top 500 Managers Reach Record $140 Trillion In AUM: Study

The world’s 500 largest asset managers have reached a record $140 trillion in total assets under management, which new research finds is driven by North America and a shift to passive investments.

11.14.25
Surveys/Studies
Large University Endowment FY25 Returns Driven By AI, Digital Assets

Artificial intelligence investments and digital assets are driving outperformance for large university endowments, which reported fiscal year 2025 returns around 11% or 12% on average.

11.05.25