The assumption that divestment can hurt the total return of an endowment is based on speculation, according to CJ Ryan, co-author of a recent research paper that found no discernible evidence that divestment of fossil fuels can negatively impact the total return of an endowment’s portfolio.
Nonprofits should focus on the purpose various alternative asset classes serve in their portfolio across market cycles as the unprecedented bull market continues into 2020, industry experts say.
Nonprofits expect to focus on governance and best practices within their investment committees as means to better achieve their overall missions, according to a new SEI study.
Expectations for the equity and bond markets in 2020 continue to be cautiously optimistic after a 2019 market that left bearish investors wishing they had kicked that sentiment down the road a year or two.
While many do not expect the market to perform in 2020 quite like it did in 2019, nonprofit investors are still not expecting their real spending targets to come under heavy pressure in the near-term as they gauge the economic cycle and its ability to sustain its growth trajectory.
Investors incorporating carbon emissions into their approach are not likely to experience a shortfall in returns.
Investment managers will have to leverage technology and data to better suit their clients’ needs.
Institutional investors are increasingly worried about how their portfolio performance will be impacted by market conditions in 2020, according to a new survey from Natixis Investment Managers.
Pressure to lower fees on traditional active management along with smaller average mandate sizes and a move toward private markets have brought on a decline in active investment manager fees when compared to published fees.
Modest asset growth shows that many outsourced cio providers will need to focus on performance reporting.
New research shows that developing and maintaining outsourced cio relationships are crucial components for managers to win mandates.