Surveys/Studies

Surveys/Studies
Opportunities To Improve Endowment Returns May Come As Private Markets Reset: Consultant

Smaller endowments should reassess their portfolios to incorporate private equity as opportunities for greater returns arise.

04.19.23
Surveys/Studies
PE Sees Highest Demand, But Private Credit Appetite Increasing: Survey

More than 70% of investors globally intend to increase their allocations to private equity this year, according to the results of BlackRock Alternatives’ inaugural survey released today.

04.18.23
Surveys/Studies
Alternative Data Increasingly Important For Institutions To Generate Alpha: Study

A study finds that 96 of the 100 active investment managers and analysts currently use alternative data to support their strategies.

04.12.23
Surveys/Studies
Institutions Must Explore Investments At Intersection Of Gender & Climate Finance: Report

Women have access to only 3% of bank loans globally, which limits their ability to adapt to climate change and develop innovative solutions across sectors.

04.06.23
Surveys/Studies
Russia-Ukraine War Slowing Investor Net-Zero Carbon Emission Goals: Survey

The proportion of global investors committing to net-zero carbon emission portfolios is growing, but many investors around the world are temporarily slowing down their decarbonization efforts, largely in response to the Russia-Ukraine war, according to a recent survey.

04.06.23
Surveys/Studies
Private Infrastructure Attracts Investors In Unprecedented Market Environment: Survey

Survey respondents cited inflation mitigation as one of many motivating factors driving investor attraction to private infrastructure.

03.30.23
Surveys/Studies
DC Plans Continue To Focus On Fees As CIT Funds Become Primary Investment Vehicle: Callan Survey

Two-thirds of defined contribution plan sponsors are likely to conduct a fee study in 2023, according to a new survey from investment consulting firm Callan.

03.28.23
Surveys/Studies
Independent Schools’ Average Annual Return Takes Sharp Year-Over-Year Dip, Larger Endowments Benefit: Study

While the negative fiscal year 2022 return hurt longer-term performance, good returns from prior years helped to mitigate the impact, according to the study.

03.23.23
Surveys/Studies
Short-Duration Benefits Healthcare Systems In High Rate Environment, But Caveats Exist: Report

Given available yields in short rates and “superior” liquidity in the current high interest rate environment, healthcare systems can benefit from allocating new funds to short-term tiers, according to a recent report.

03.15.23
Industry News
NACUBO To Partner With Commonfund For 50th Annual Endowment Study

The National Association of College and University Business Officers has reentered a partnership with Commonfund for help in the development and publication of its annual study of college and university endowments.

03.15.23