Surveys/Studies

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
Surveys/Studies
New England Institution Named ‘Best Emerging Manager Program’ Based On Global Fintech Survey

The institution was named as having the “Best Emerging Manager Program” based on an a survey of institutional clients of a global fintech platform, beating out large and prominent public pension plans and endowments.

07.12.23
Surveys/Studies
Outsourced CIO Provider Increases Firm Diversity, Diverse Manager Engagement: Report

The West Coast-based outsourced cio’s DEI efforts have diversified its team and enhanced its engagement with diverse-owned managers.

06.28.23
Surveys/Studies
PE Firm’s 100% Majority-Owned Businesses Maintain ESG Diligence Practices: Report

FIrm’s businesses maintain climate risk assessment, ESG policies, employee engagement surveys, ceo sustainability and diversity and equity and inclusion goals.

06.15.23
Surveys/Studies
Community Foundations Increasing Private Market Allocations, Responsible Investing Adoption: FEG

Survey finds increased interest and adoption hedge funds and increase in defensive strategies and portfolio diversifiers.

06.06.23
Surveys/Studies
Nonprofits Expect To Increase Use Of Hedge Funds, ESG Adoption: Study

Institutions are gravitating toward private markets following rising inflation and a volatile stock market in 2022 and the nonprofit segment anticipates increasing their usage of hedge funds, according to a new report.

05.18.23
Surveys/Studies
Private Markets Allocations Can Provide Outsized, Persistent Return In Uncertain Times: Report

New research shows that institutional investors should not pause or stop their private markets commitments in difficult markets, but instead continue to invest to take advantage of mispricing.

05.11.23
Surveys/Studies
Top University Endowments Failing To Identify Human Rights Impacts In Venture Investments: Report

Most endowments are increasing risk and turning a blind eye to human rights violations and abuses related to labor, privacy.

05.04.23
Surveys/Studies
Managers Must Adapt Content To Maintain Relationships, Grow Market Share: Report

Nonprofits consume more information than ever before, with 80% of those institutions seeking content from managers directly.

04.27.23