Surveys/Studies

Surveys/Studies
Large Foundations Not Necessarily Better At Investing Than Small Foundations: Study
09.18.19

Outperformance from larger foundations does not in itself make them better or even much different investors than their smaller peers, according to a recent study.

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Surveys/Studies
Foundations Struggle Through 2018: Study
08.22.19

Negative 2018 investment returns as well as mixed spending and gift giving percentages present challenges for foundations, according to a recent study.

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Surveys/Studies
Sustainable Trends Report: More Allocated Capital, Financial Inclusion And Fintechs
08.22.19

Progress on sustainable investment solutions across the economy has been significant but there is still room for sustainability to grow as a meaningful part of the capital markets, a recent report shows.

Surveys/Studies
Performance Leading Community Foundations To Shift From Alternatives, Reduce Spending: Survey
08.08.19

Foundations continue to shy away from alternative asset classes and have reduced spending in light of lower expected returns, according to a recent study from an investment consulting firm.

Surveys/Studies
Impact Investments Projected For 2019 Growth: Survey
08.01.19

Impact investment capital and individual investments will see projected growth in the double-digits this year, according to a recent survey.

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Alternatives
Healthcare Sector Sustains Optimistic Outlook For 2019 Economy
07.25.19

Healthcare systems have worked to reduce their exposure to alternatives on the heels of the volatility that impacted the market in the fourth quarter of 2018, according to a recent survey from an investment consulting firm.

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Daily Feed
Hedge Funds Face Growing ESG Demand From Endowments, Foundations
07.25.19

Hedge fund managers face increasing demands from asset owners who covet improved ESG reporting standards and increased commitment to ESG, a new study finds.

Daily Feed
Human Resources Firm Conducting Diversity Practices Survey
07.24.19

A Washington, D.C.-based human resources firm is conducting a new nonprofit diversity practices survey and is looking for input from social sector leaders, human resources and talent management experts.

Domestic Equity Small-Cap Surveys/Studies
Conn. Plan Overhauls Domestic Equity Portfolio
06.28.19
The $62 million Town of Guilford (Conn.) Pension Plan has added five new domestic equity
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Fixed-Income Surveys/Studies International / Global / EAFE / Emerging Markets
Santa Barbara County Eyeing EMD Manager RFP
06.24.19
The $3.1 billion Santa Barbara County (Calif.) Employees Retirement System will consider issuing an
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