Surveys/Studies
The poll of large U.S. asset owners found that 70% of white asset owners either somewhat or strongly agree that promotion of diversity comes at the expense of growth.
Nonprofits and other investors ranked anti-corruption as top ESG concern for the second consecutive year.
Foundations continue to be the leaders of the institutional investment space when it comes to investing with diverse- and women-owned firms as 30 of the top 55 largest foundations collectively invest more than $11 billion with diverse-owned managers, yet work remains as 14 elected not to disclose any data including diversity statistics, according to a study.
Search consultants saw a slight increase in discretionary and non-discretionary advisory search activity in 2020 and more than half expect their searches to increase over the next year with nonprofits expected to be the top segment driving growth.
An increase in board engagement on ESG issues reflects the growing importance of ESG to companies and their investors.
Endowments and foundations can optimize their portfolio construction approaches in order to bridge the gap caused by portfolio challenges related to rising interest rates, inflation and muted return expectations, according to a new report.
62% of advisors allocated a majority of their client assets to active management.
One investment manager expects inflation will be higher over the next decade than in the previous one, potentially proving more damaging to investors’ long-term returns, according to a recent report.
Canadian endowments and foundations are looking to real assets and alternatives to continue diversifying their portfolios moving forward, according to a recent study.
Managers looking to target $1 billion-plus institutions need to understand the role that they would play in enhancing the larger portfolios and find ways to add value to them as one of many firms working with the institution, according to a new report from a human behavior and analytics firm.