Surveys/Studies

Surveys/Studies
Smaller Endowments Outperform Larger Peers As FY23 Average Returns Exceed FY22: Study

The average 2023 fiscal year return of colleges and universities’ endowments exceeded fiscal year 2022 returns as the smaller endowments’ public market exposures helped them outperform their larger peers.

02.15.24
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