Surveys/Studies

Consultant/OCIO/Discretionary
Investment Forum Seeks OCIOs For 2025 Survey

The independent institute is seeking outsourced cios to share their capabilities for its 2025 OCIO Survey and responding firms will be included in the institute’s outsourced cio provider directory.

08.13.25
Surveys/Studies
Mission-Aligned Investors Need Not Sacrifice Returns: Report

Institutional investors can combat the narrative surrounding mission-aligned investments through aligning financial assets alongside strategic purpose without sacrificing returns, according to a newly released report.

08.13.25
Industry News
Institutional Investors Reduce Exposure To U.S. Assets Amid Tariff Concerns: Survey

Institutional investors are making tactical or long-term strategic shifts amid concerns over the impact of U.S. tariffs and trade policies, according to a recent survey conducted by global research firm CoreData Research.

07.29.25
Surveys/Studies
Long-Term Thinking: Investors Should Adopt Consistent Private Markets Allocation Approach

A new report argues investors should adopt a consistent approach to investing in private markets asset classes that adheres to their long-term nature, as opposed to timing the market.

07.03.25
MRI/Social Investments
Mission-Aligned Investing Continues To Grows Among Community Foundations: FEG

A new survey showed that environmental stewardship and gender or racial equity remaining areas of focus despite political headwinds.

07.02.25
Surveys/Studies
Nonprofits Pay Most In Fees As Private Markets Exposures Lead Portfolios: Callan Study

The firm’s latest fee study found that nonprofits pay 57 basis points in total fund management fees on average.

06.26.25
Surveys/Studies
PE Firm Advances Sustainability Program: Report

A sustainable food investment firm engaged with its portfolio companies to support them in articulating and measuring their sustainability impact, and 100% of portfolio companies are implementing recommendations, according to a new report.

06.26.25
Industry News
U.S. Pensions Lean Into Alts. To Power Through Market Turmoil: Report

U.S. public pension plans have successfully navigated market turmoil throughout the 21st century by reallocating their traditional investment portfolios and introducing new asset classes, according to new research.

06.20.25
Juneteenth
AUM Growth At Black-Owned Managers Continues At Slowing Pace

The growth in the largest Black-owned investment firms has slowed over the past year but continued its upward trajectory, new data from FIN Searches shows.

06.19.25
Surveys/Studies
Keeping Things Simple: Institutions Should Reconsider Dual OCIO Model

A new paper highlights how a dual outsourced model introduces challenges in governance, operations and portfolio management that most institutions are not equipped to control.

06.18.25