Surveys/Studies

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
Surveys/Studies
Investors Must Work Together in Pursuit Of Climate Finance Themes: Study

A new report finds finds that investors are actively seeking opportunities in areas like power generation and decarbonization, but few climate financing requirements have been met.

01.03.24
Surveys/Studies
Top U.S. Pensions Shift To Alternative Allocations: Study

The country’s largest public defined benefit plans are shifting their allocations in favor of alternative strategies, a new study finds.

12.21.23
Surveys/Studies
AI Leads Investors Toward Private Market Assets As Geopolitical Fears Grow: Survey

Institutional investors are bullish on private market investments as the rapid development of artificial intelligence technologies signals future growth in the economy despite looming geopolitical risks, according to a recent survey.

12.20.23
Surveys/Studies
OCIOs Favor PE, Credit Allocations For Nonprofit Portfolios: Study

Private equity and credit stand poised to continue dominating nonprofit mandates for the next year to two years, according to a new study of outsourced cio providers.

12.20.23
Surveys/Studies
E&Fs Are Below Target Returns & Desire To Reduce Costs, Manager Fees: Study

New survey finds endowments and foundations will lean on private market investments and reduced costs to potentially as new pressures present themselves.

12.14.23