Surveys/Studies

Surveys/Studies
Unclear Marketplace Reporting Leads Toward Creating OCIO AUM Industry Standard

One consulting firm is making strides to create an industry standard for the rapidly growing yet underreported outsourced cio space.

01.29.25
Surveys/Studies
U.S. Equity Exposure Again Drives Smaller Endowment Outperformance: Consultant

Performance of the largest endowments generally trailed that of their smaller counterparts for the second year in a row due to a lack of exposure to the U.S. equity markets and large technology companies, according to new research from an investment consultant.

01.23.25
ESG
Sustainable Investment Market Expected To Grow In U.S. In Coming Years: Study

The recent report surveyed more than 250 managers and institutions using sustainable investment strategies.

01.16.25
Surveys/Studies
E&Fs Express Increased Interest In Responsible Investing: Study

Endowments and foundations have increased their interest in responsible investing practices despite expressing less concern about the economic backdrop, according to the preliminary results of an annual study.

12.18.24
Surveys/Studies
Real Assets Funds Can Stir Up Competitive Searches Through Friendlier Fees, Terms

Managers are launching new open-end real assets funds as competition is increasing in most strategy types and firms that offer more investor-friendly fees and terms can be more competitive in searches, according to a new study.

12.12.24
Surveys/Studies
Managers Must Employ New Marketing Strategies To Effectively Target Consultants: Cerulli

Manager research teams must work harder and tailor their marketing approaches in order to gain attention and win assets from consultants in a changed investment environment, a new study finds.

11.27.24
Surveys/Studies
Post-Election Analysis Predicts Shift In SEC Priorities

Transition to the Trump administration will impact the regulatory landscape for investment managers, according to a new post-election analysis.

11.21.24
Surveys/Studies
Institutions’ ESG Interest, Adoption Shows Growth Over Last Decade

Institutional investor interest in and adoption of ESG factors has increased in the last decade, a new survey finds.

11.04.24
Surveys/Studies
Responsible Investing Impacted By Politics: Cerulli

Political pressure has deterred 10% of asset owners from continuing to incorporate ESG considerations into their investment decisions as 34% of the institutions find responding to the backlash time consuming and costly, 24% of them fearing litigation and 14% feeling pressure from stakeholders, new research shows.

10.31.24
Surveys/Studies
Geopolitics Emerge As Most Pressing Investment-Related Threat, But Also Opportunity Set: Report

As potential flashpoints around the world weigh heavy on the minds of global institutional investors, many still expect to capitalize on the volatility stirred up by political trends in the long run.

09.25.24