Surveys/Studies
The registered investment advisor channel is expected to surpass $4 trillion in assets over the next decade as market consolidation continues to accelerate, according to a new report from Cerulli Associates.
Institutions with less than $250 million in endowment assets generated positive long-term returns in fiscal year 2025 and outperformed the same subset of institutions by 70 basis points or more year-over-year.
The firm has launched its annual endowment and foundation survey as it looks to detail how nonprofits are approaching investments, governance, fundraising and the use of AI.
A new study finds nonprofits are deploying artificial intelligence in asset management for automation and monitoring purposes.
Institutional investors prioritize stable investment teams and open communication in addition to consistent performance when evaluating managers.
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.
The latest survey from an investment consultant found a growing gap between revenue and expenses at endowments from fiscal year 2024 to 2025.
Canadian outsourced cio and custom solutions grew by 8% overall in 2025 compared to the 16% global outsourced cio growth rate.
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.
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.
