Surveys/Studies
Survey conducted in the second half of 2019 found low concern about liquidity.
Limited knowledge and lack of transparency regarding fees stifle investment decisions.
Selection of alternatives managers will be important as role of strategies expand in institutional portfolios.
Foundations continue to lap the rest of the institutional investment space when it comes to investing with diverse- and women-owned firms, a new study finds.
Private equity persistence is evident in pre- and post-2000 vintages, but prior track record should only be used as a “valuable reference point” for investors as it needs to be placed in context with factors such as the strategy and organization that created it, a new study finds.
A Western university has launched an investment program to increase its use of women- and minority-owned investment managers.
The returns for U.S. endowments dipped in 2019 but rose for the 10-year period ending June 30 as the remnants of the financial crisis continued to fade into the past, according to the 2019 NACUBO-TIAA Study of Endowments.
Investors are shifting their approach to ESG investments, according to a new study.
The assumption that divestment can hurt the total return of an endowment is based on speculation, according to CJ Ryan, co-author of a recent research paper that found no discernible evidence that divestment of fossil fuels can negatively impact the total return of an endowment’s portfolio.
Nonprofits should focus on the purpose various alternative asset classes serve in their portfolio across market cycles as the unprecedented bull market continues into 2020, industry experts say.