Surveys/Studies

Surveys/Studies
Nonprofits Lead ESG Incorporation, Which Is Down Among Institutional Investors: Survey

Institutional investor incorporation of ESG into investment decision-making processes was down year-over-year, however, foundations and endowments integrated ESG at the highest rate, according to a recent survey.

12.01.22
Surveys/Studies
Managers Increase Product Offerings To Set Themselves Apart Ahead Of Market Uncertainties: Study

The managers are looking to drive continued inflows and be better positioned for the future through their performance, product development and regulatory compliance.

12.01.22
Surveys/Studies
Plan Sponsors Admit Inflation, Interest Rates Are Biggest Concerns For Markets: Survey

Corporate and healthcare pension plan sponsors agree that combating inflation and rising interest rates are among the biggest risks to markets over the next year, according to a recent survey.

11.17.22
Surveys/Studies
VC Space Must Pivot Toward DEI Investments, Women & Minority Managers: Report

While diversity, equity and inclusion investments garner attention from the broader industry, U.S. venture capital firms have dedicated less than 2% of their assets to DEI investments, a new study finds.

11.17.22
Surveys/Studies
Investors’ Patience Helps Capture Long-Term Compounding, Substantial Growth: Report

The domestic equity manager’s report finds that missing key days of growth has a disproportionate impact on long-term portfolio performance.

10.20.22
Surveys/Studies
Institutional Investors Anticipate Increased Role For Advisors

Foundations and endowments engaging with investment consultants are increasingly looking for their advisors to take on more responsibility across their portfolios and act like an outsourced cio, according to a recent survey.

10.13.22
Surveys/Studies
Great Recession Left Public Pensions Better-Prepared For Crises: Report

U.S. public pension plans emerged from the global financial crisis battered, but better-prepared to weather future crises, according to a new report.

10.07.22
Surveys/Studies
Western University’s Substantially Diverse Investment Partners Figure Down: Report

The institution has released its third annual Diversified Returns report and found that the number of substantially diverse firms surveyed declined, while the number of majority diverse firms remained static year-over-year.

10.04.22
Surveys/Studies
Illiquid Alts. Offer Diversification, Returns For DC Plans: Report

Less than 1% of plans offer illiquid alternative investments.

09.30.22
Surveys/Studies
E&Fs Must Bolster Investment Staffs To Support Planned Alts Allocation Increases: Report

Endowments and foundations’ have seen substantial asset growth in recent years, “straining the system, including investment staff, IT, and various support functions,” but 71% of surveyed cios said they did not need to add more personnel.

09.29.22