Surveys/Studies
Two-thirds of defined contribution plan sponsors are likely to conduct a fee study in 2023, according to a new survey from investment consulting firm Callan.
While the negative fiscal year 2022 return hurt longer-term performance, good returns from prior years helped to mitigate the impact, according to the study.
Given available yields in short rates and “superior” liquidity in the current high interest rate environment, healthcare systems can benefit from allocating new funds to short-term tiers, according to a recent report.
The National Association of College and University Business Officers has reentered a partnership with Commonfund for help in the development and publication of its annual study of college and university endowments.
Institutions are not as pessimistic about future economic performance as they were last year and their sentiments have shifted to cautious optimism, according to a recent survey.
A new survey showed that many nonprofit investors expect to increase their allocations to alternative assets this year for diversification benefits and to increase portfolio performance.
The Staying Fully Invested paper offers historical perspective in an effort to help institutions stay the course through bear markets.
Higher education endowments’ average investment return was down sharply in the 2022 fiscal year ending June 30 reflecting a sudden entry into the long-anticipated low-return environment, according to a recent study.
U.S. colleges and universities’ adherence to ESG principles is growing as institutions have increased their commitment to ESG in their investments policies and portfolios, while others are considering incorporating policies, according to a recent study.
Stubborn levels of inflation and other factors like changing dynamics of geopolitics and global trade will make actively managed equities essential to navigating the market environment, according to a new survey.
