Surveys/Studies

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
Surveys/Studies
Healthcare Systems To Continue Increasing Alts Allocations, Finding Cash & Fixed-Income More Interesting: Study

While U.S. healthcare systems continue to look to increase their allocations to alternative investments, they are also reporting an increased interest in cash and fixed-income, a new study finds.

02.22.24
Surveys/Studies
Smaller Endowments Outperform Larger Peers As FY23 Average Returns Exceed FY22: Study

The average 2023 fiscal year return of colleges and universities’ endowments exceeded fiscal year 2022 returns as the smaller endowments’ public market exposures helped them outperform their larger peers.

02.15.24
Surveys/Studies
Private Debt, PE Allocations Expected To Increase Among North American Institutions: Study

Report finds 40% of U.S. and Canadian institutional investors plan to increase their allocations to private debt, while roughly one-third plan to grow their private equity holdings in the next three years.

02.07.24
Surveys/Studies
HBCUs Can Benefit From Access To Alts, Risk Management Support To Optimize Returns: Study

HBCUs can benefit from access to best-in-class liquidity management tools, a higher risk tolerance to optimize their long-term returns and additional opportunities to engage with managers, according to the study.

02.01.24
Surveys/Studies
PE & VC Industries See Compensation Gains, But Industry Professionals Are Concerned

A report finds that 60% of private equity and venture capital industry professionals expect to see greater cash earnings this year, down from 65% last year.

01.18.24
Surveys/Studies
Agility Gives Managers Competitive Edge In Changing Institutional Investment Market: Report

Accelerating changes in the investment management industry are forcing managers to reassess their strategies and become more agile and competitive for institutional clients, a new study finds.

01.11.24
Surveys/Studies
Institutional Assets Gain Small, Temporary Edge Over Retail Assets: Cerulli

As U.S. professionally managed assets declined in 2022, Cerulli Associates’ latest report found a temporary trend reversal where institutional channel assets gained a slight edge over retail.

01.10.24