Surveys/Studies

Surveys/Studies
Top Investment Consultants Gain Influence As Institutions Increasingly Rely On Services

Investment consultants have always been a crucial part of the U.S. institutional asset management business and new data finds the industry’s top consultants are becoming more influential than ever.

04.24.24
Insights
Consultant Sees Value In Global Active Equity Strategies, Large-Cap: Webinar

Global equity strategies remain a compelling opportunity for institutions, according to one investment consultant who encourages greater use of active approaches.

04.23.24
Surveys/Studies
Diversity Transparency Remains Disappointing Among Half Of The Largest Endowments: Study

Study on the diversity of higher education’s asset managers found just 18 institutions fully participated by providing data for the study, while an additional eight self-reported their data.

04.18.24
Surveys/Studies
E&Fs Remain Optimistic In 2024, Bullish On Private Equity & Private Credit: Commonfund

Despite macroeconomic headwinds, a new survey finds institutional investors remain optimistic in 2024 and are bullish on private equity and private credit.

04.11.24
Emerging/Diverse Managers
Diverse Private Equity Managers Can Unlock Door To Differentiated Deal Flow

Private equity and venture capital firms that have predominantly women or people of color in ownership can provide another source of diversification and unlock access to differentiated deal flow for their limited partners and other investors, according to new research.

04.03.24
Surveys/Studies
Cultural Institutions Prioritizing Higher Returns Are Looking Toward Private Assets, Outsourced Models: Study

Cultural institutions are looking to prioritize improved returns in the future as the largest institutions have outperformed their smaller counterparts due to their private investment allocations, according to a new study.

03.28.24
Surveys/Studies
Energy Transition Sparks Interest, Private Markets Prioritized Among Growing Alts. Allocations: Nuveen

The energy transition is drawing interest from institutions as more than half believe they can “significantly influence” its progress, a new study finds.

03.21.24
Surveys/Studies
Selective Large-Cap Equity, Venture Exposures Key To Capturing Real AI-Generated Returns: Report

Market enthusiasm generated by the rapid development of new artificial intelligence products has may signal innovation and growth in the long term, though some of that enthusiasm may have led the markets to overvalue some public equity stocks or venture funds in the short-term, according to an outsourced cio.

03.06.24
ESG
Institutions Increasingly Committed To ESG Investments Despite Challenges: Cerulli

Institutional investors continue to have an appetite for environmental, social and governance investing and incorporating ESG into their investment decision-making processes despite obstacles around data standardization and political headwinds, according to new research.

02.28.24
Surveys/Studies
Independent Schools’ Returns Rebound Year-Over-Year, Larger Endowments Perform Best Over Decade: Study

The study found that strong returns from fiscal year 2023 helped independent schools’ longer-term performance and softened the blow of negative returns from the year prior.

02.28.24