Insights
Global equity strategies remain a compelling opportunity for institutions, according to one investment consultant who encourages greater use of active approaches.
Nonprofits still see opportunities in alternative asset classes, like smaller or specialized buyout strategies, venture funds or private debt strategies that benefit from macro trends like the higher interest rates, rapid development of artificial intelligence or transition to clean energy.
2023 was supposed to be a down year for foundations and endowments with a potentially recessionary environment, however, equity and bond returns came out in the green, thanks in part to strong fourth quarters, leaving investors and allocators with a more optimistic outlook for their portfolios entering 2024.
The flexibility and environmental impacts of a portfolio targeting net-zero greenhouse gas emissions enhances the ability of endowments to support climate change solutions without sacrificing returns, according to endowments and their investment consultants.
Kernaghan is senior director of investments at the Chicago Community Trust, leading its impact investments program of donor-advised funds. She took the time to answer 5 questions with FIN News.
College and university endowments posted “dramatically higher” investment returns in fiscal year 2021, however, the institutions foresee inflation as a longer-term issue posing as a challenge to meet return targets, according to a recent study.
The reliance on alternative investments led investors and allocators to pinpoint small, niche private equity managers, short-trading hedge funds and global private debt funds as key areas to capitalize on with the goal of yielding outsized returns.
As healthcare industry assets continue to grow, investment professionals have reaped the benefits of private equity opportunities and will focus on venture capital, technology-related assets and diversity, equity and inclusion initiatives to fuel further growth, according to a recent webinar.
Solomon recently sat down with FIN News Editor Matthew McCue to discuss his views on the asset management industry’s efforts on diversity.
Investment managers must effectively differentiate their brand now more than ever, as institutional investors plan on adding fewer new managers over the next year as a result of the COVID-19 pandemic, according to a recent webinar.
