Surveys/Studies

Surveys/Studies
ESG Disclosure Access Essential For Institutions To Manage Impact: Report

Regulators must standardize and make public company reporting on ESG disclosure accessible in order for institutional investors to properly manage and account for impact in their investment portfolios, according to a recent report.

02.11.21
Announcements
Manager Recovery Efforts, Revised Business Approaches Follow COVID-19 Disruption: Report

Investment managers will be increasingly judged on their client engagement and interaction as the industry continues to undergo a digital transformation brought on by the COVID-19 pandemic, according to recent research.

02.04.21
Industry News
Nonprofits Say Non-Traditional Portfolios Will Be Crucial Over Next Decade: Survey

Diversified and actively managed portfolios will be the best way for nonprofits to meet their spending needs in a continually challenging market environment over the next several years, according to a recent survey.

01.28.21
Industry News
E&F Investment Portfolios Mostly Unchanged Despite COVID-19 Impact, Market Volatility: Report

Most had minimal changes and are thinking with a long-term investment horizon.

01.28.21
Industry News
Institutions Need To Understand How To Assess ESG Implementation: Report

ESG data providers are finding it challenging to collect and analyze ESG data.

01.28.21
Surveys/Studies
Value Managers Garner Interest In Q4 As Equity Markets Continue Surge

Despite growth stocks grabbing the headlines during the market surge following the early days of the COVID-19 pandemic, fundamental value managers began to see more interest in the fourth quarter as the market started to shift.

01.25.21
ESG
Understanding A Manager’s ESG Investment Process: Report

The report is second in a series on ESG integration.

01.21.21
Industry News
Endowment Index Closes At Record High

The gains were a record for the second consecutive year.

01.21.21
Industry News
Investors Continue Planned Increases To Private Market Allocations: Survey

Private equity funds were top of the list for investors’s planned allocations.

01.14.21
ESG
Institutions Should Follow Detailed ESG Implementation Process Despite Differing Board Views: Consultant

Investors need to reach reasonable consensus about implementing ESG policy.

01.13.21