Surveys/Studies

Surveys/Studies
Callan Discloses Diverse Manager Hiring Activity

The details are part of the firm’s inaugural Diversity, Equity & Belonging Advancement Report that highlights efforts the firm is making in promoting the issues internally and in the institutional investment industry overall.

07.24.24
Surveys/Studies
Global Recession To Be Avoided, Interest Rate Cut Expectations Drop: Study

Global recession should be avoided in 2024 as global growth will be in line with consensus expectations across major regions, according to a recent investment manager’s survey.

07.17.24
Emerging/Diverse Managers
Investment Consultant Boosts Client Assets, Strategies With Diverse Firms

The investment consultant saw an increase to both client assets with diverse firms as well as client strategies managed by diverse firms in 2023, according to its latest report.

07.03.24
Surveys/Studies
Community Foundations Show Increased Interest In Private Investment Allocations, OCIO Adoption: Survey

Community foundations continue to show interest in private investments as they look to increase their allocations to the strategies, while the number that they have an outsourced cio model increased from last year.

06.18.24
Surveys/Studies
Investment Consultant Conducting Annual E&F Survey

The investment consulting firm has launched its sixth annual Endowment and Foundation Survey to help nonprofit leaders understand what other institutions are doing in the space and why.

06.12.24
Surveys/Studies
Investment Consultant Diversity Data 'Concerning': Report

The racial makeup of senior management at investment consulting firms dropped by almost 10%, an “alarming change” in a segment of the market that has an outsized impact on what asset managers are chosen by institutional allocators, according to a new report.

06.05.24
Surveys/Studies
Investment Consultant’s Client Portfolios Continue To See More Diverse Managers

A consulting firm increased the number of diverse managers in institutional client portfolios to 331 in 2023 from 285 in 2022, 270 in 2021 and 190 in 2020.

05.30.24
Surveys/Studies
Global Managers Understand Investor Data Needs, Plan To Evolve Product Strategy: Study

A large segment of investment managers intends to prioritize and change its product strategy in the next two years with the understanding that they need to combat data challenges to meet the evolving needs of investors, a new study finds.

05.22.24
Trends
Concerns Remain As Future Inflation Looms: Webinar

Obstacles to cutting interest rates remain as inflation appears to be flattening out rather than continuing to drop toward the Federal Reserve’s 2% target.

05.02.24
Surveys/Studies
Top Investment Consultants Gain Influence As Institutions Increasingly Rely On Services

Investment consultants have always been a crucial part of the U.S. institutional asset management business and new data finds the industry’s top consultants are becoming more influential than ever.

04.24.24