Surveys/Studies
New research finds COVID-19 travel restrictions have slowed down the institutional sales process.
A new study found that the average endowment has underperformed the 60/40 benchmark for the past 58 years.
Larger endowments and foundations with greater than $1 billion in assets are enjoying better returns in aggregate than smaller institutions with less than $1 billion in assets as new research finds they can be attributed to a mix of asset allocation and manager selection decisions.
Foundations and endowments’ investment returns, primarily driven by the equity markets, rebounded in the second quarter but still lagged other institutional investors.
Firms should focus on less expensive products and exposures that are easier to explain.
Global asset growth of sustainable investment funds expected to continue.
Sovereign wealth funds and family office investors are the institutions most likely to terminate external asset managers where 2020 performance represents a significant contributing factor to the decision.
The unprecedented global pandemic has created uncertain market conditions with ongoing volatility that most financial professionals feel favors active investments, according to a new study.
Community foundations are increasing allocations to fossil fuel-free portfolios, but their overall socially responsible investment portfolios remain relatively minimal, according to a recent survey.
Private equity general partners have benefitted from increasing commitment levels and oversubscribed funds, however, that leverage may shift back toward limited partners as the market cycle turns over.