Surveys/Studies

Surveys/Studies
Inst’l Investors Value More Than Just Returns: Cerulli

Institutional investors prioritize stable investment teams and open communication in addition to consistent performance when evaluating managers.

04.17.26
Surveys/Studies
DC Plans Re-Prioritize Governance, Process Amid Challenging Climate: Callan

Defined contribution plan sponsors are shifting their focus back to plan governance and process in an effort to navigate a challenging climate, according to a new survey from investment consulting firm Callan.

04.15.26
Surveys/Studies
Endowments Can Help Close Gap Between Operating Revenue, Expenses: Study

The latest survey from an investment consultant found a growing gap between revenue and expenses at endowments from fiscal year 2024 to 2025.

04.09.26
Surveys/Studies
Canadian Outsourced CIO Market Ranks Fourth Globally As It Lags Global Outsourced CIO Growth Rate: Study

Canadian outsourced cio and custom solutions grew by 8% overall in 2025 compared to the 16% global outsourced cio growth rate.

03.25.26
Surveys/Studies
Private Markets Sentiment Remains Positive As Geopolitical Events Concern Investors: Survey

More than one-third of investors expect private market returns to be about the same as the previous 12- to 18-month period, a new survey finds.

03.18.26
Surveys/Studies
Private Markets To Undergo Irreversible Structural Changes: Hamilton Lane

Investors will need to focus more on adaptability, manager selection and resilience to find success amid a rapidly changing investment landscape driven by AI, secondaries opportunities and growing private credit markets, according to an annual report from global private markets investment manager Hamilton Lane.

03.12.26
Surveys/Studies
PE Deals Demand Sharper Value Creation As Fundraising Lags 4th Straight Year: Report

A new report shows private equity deals require sharper value creation, a clearer, data-backed edge and faster earnings before interest, taxes, depreciation and amortization growth.

03.11.26
Surveys/Studies
Macroeconomic Concerns Lead LPs To Take Disciplined Approach To Pvt. Markets: Survey

Investors are being more deliberate in their approach to private markets capital deployment given concerns over liquidity constraints, rapid technological change and geopolitical risk, according to a new survey from private markets investment manager Adams Street Partners.

03.11.26
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