Surveys/Studies

Surveys/Studies
Long-Term Thinking: Investors Should Adopt Consistent Private Markets Allocation Approach

A new report argues investors should adopt a consistent approach to investing in private markets asset classes that adheres to their long-term nature, as opposed to timing the market.

07.03.25
MRI/Social Investments
Mission-Aligned Investing Continues To Grows Among Community Foundations: FEG

A new survey showed that environmental stewardship and gender or racial equity remaining areas of focus despite political headwinds.

07.02.25
Surveys/Studies
Nonprofits Pay Most In Fees As Private Markets Exposures Lead Portfolios: Callan Study

The firm’s latest fee study found that nonprofits pay 57 basis points in total fund management fees on average.

06.26.25
Surveys/Studies
PE Firm Advances Sustainability Program: Report

A sustainable food investment firm engaged with its portfolio companies to support them in articulating and measuring their sustainability impact, and 100% of portfolio companies are implementing recommendations, according to a new report.

06.26.25
Industry News
U.S. Pensions Lean Into Alts. To Power Through Market Turmoil: Report

U.S. public pension plans have successfully navigated market turmoil throughout the 21st century by reallocating their traditional investment portfolios and introducing new asset classes, according to new research.

06.20.25
Juneteenth
AUM Growth At Black-Owned Managers Continues At Slowing Pace

The growth in the largest Black-owned investment firms has slowed over the past year but continued its upward trajectory, new data from FIN Searches shows.

06.19.25
Surveys/Studies
Keeping Things Simple: Institutions Should Reconsider Dual OCIO Model

A new paper highlights how a dual outsourced model introduces challenges in governance, operations and portfolio management that most institutions are not equipped to control.

06.18.25
Surveys/Studies
Advisors Provide Primary Access Point To Rapidly Evolving Alternative Investments: Study

A new report indicates that lack of liquidity and high fees remain the largest barriers for private markets strategies in the financial advisor industry.

06.12.25
Surveys/Studies
Cost Factors Into The Passive Versus Active Debate For Institutions: Cerulli

A new research report finds asset owners remain divided on whether active or passive management offers the best risk/return profile for their public market exposure.

06.05.25
Surveys/Studies
Smaller E&Fs Driving Growth In Outsourced CIO Searches

Endowments and foundations are increasingly turning to outsourced cios with the growth largely driven by smaller institutions, according to new research.

05.21.25