Surveys/Studies

ESG
E&Fs Expect Rise In Sustainable Investment Practices In Coming Years: Report

A report finds that 90% of surveyed asset owners expect to already have or be working toward the goal of introducing investment practices into their portfolios by 2028.

10.04.23
Surveys/Studies
Consultant Lays Out First Steps For Nonprofits To Improve Diversity

The consultant laid out initial steps for organizations to improve their diversity after its survey showed that a majority of respondents find diversity, equity and inclusion efforts are making their organizations more effective.

10.04.23
Trends
Private Markets Firm Sees Opportunity In Quality Industry Leaders, PE Sub-Sectors: Webinar 

Investors can find opportunities for growth with “resilient” portfolio companies in certain sub-sectors of private equity that can prove to be beneficial in an inflationary environment.

10.02.23
Surveys/Studies
Impact Investors Allocate Most Capital Through Private Markets, But Public Markets Show Rapid Growth: Study

A new report finds the impact investment space has seen tremendous growth in assets allocated in public markets as the fastest-growing asset class over the last half decade was public debt.

09.20.23
Surveys/Studies
Private Foundation Returns Reign Over Community Foundation Peers, Space Sees Largest One-Year Decline Since GFC: Study

Private foundations reported relatively better average annual returns than their community foundation counterparts for 2022, however, the average annual returns declined from the previous year, representing the largest average year-over-year decline for foundations since the Global Financial Crisis.

09.07.23
Emerging/Diverse Managers
Georgetown’s Diverse Manager Representation Ticking Up

The university has added five new U.S.-based managers recently, a report found.

09.06.23
Surveys/Studies
OCIO Adoption Expected To Accelerate In Coming Years: Report

Outsourced cio usage is expected to “increase considerably’ over the next two years and nonprofit institutions are expected to adopt the discretionary model at the fastest rates, according to new research.

08.17.23
Surveys/Studies
NACUBO Seeking Responses For Latest Endowment Study

The National Association of College and University Business Officers and Commonfund have launched their latest study on higher education endowments, which will be published next year.

08.16.23
Surveys/Studies
Community Foundations Can Address Liquidity Needs With Key Portfolio Strategies: Report

Community foundations dealing with rising interest rates and an economy that has “wobbled” over the last 18 months should revisit the role of alternatives, reconsider fixed-income and focus on costs to add stability and durability to their missions and address liquidity needs, according to a recent paper.

08.09.23
Surveys/Studies
Consultants, OCIOs Relationships Vital for Success, Access To Assets

Managers need to target consulting firms that align with their business, upgrade their consultant relations team, embrace consultant databases and position themselves as though leaders to successfully master those relationships, according to a new report.

07.27.23