Surveys/Studies
The firm’s latest fee study found that nonprofits pay 57 basis points in total fund management fees on average.
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.
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.
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.
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.
A new report indicates that lack of liquidity and high fees remain the largest barriers for private markets strategies in the financial advisor industry.
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.
Endowments and foundations are increasingly turning to outsourced cios with the growth largely driven by smaller institutions, according to new research.
A large majority of target date fund platforms are not considering adding private equity, private credit or real estate into their products, Callan’s 2025 defined contribution trend survey showed.
New research emphasizes the importance for foundations and endowments to stay invested through all market conditions despite wanting to time the market to respond to market volatility.