Insights

Surveys/Studies
Endowments Must Explore Non-Core Positions To Meet Targeted Returns Amid Uncertain Market Environment: Study

Institutions should take a fresh look at financial and investment strategies to address challenges to their business models and maintain optimal asset allocations to meet a 7.5% historical return target, particularly in the face of a long-term era of muted returns, according to a recent study.

02.19.21
Daily Feed
Five Questions With Joyce Foundation CIO And Treasurer Nickol Hackett

Hackett took the time to answer five questions from FIN News.

01.21.21
ESG
Understanding A Manager’s ESG Investment Process: Report

The report is second in a series on ESG integration.

01.21.21
Industry News
Time-Saving, Affordable Data Automation Service FIN Datalink Launches

FIN Datalink provides investment managers with automation to more than 60 third-party and consultant-maintained databases across the globe through partnership with APX Stream.

01.20.21
Industry News
Nonprofit News Special Report: 2021 Alternative Investments Outlook

Alternatives will play an even more critical role in helping nonprofits reach spending plus inflation targets in 2021 as they seek income and downside protection that low-yielding bonds markets and equity markets cannot.

01.14.21
Industry News
Nonprofit News Special Report: 2021 Traditional Investments Outlook

Nonprofit investors are expecting positive but muted returns from the equity and bond markets in 2021 after their portfolios generated solid performance in a year that upended global financial markets and saw unprecedented volatility.

01.07.21
Trends
Investment Management Space Celebrating Holidays With A Virtual Twist

2020 seemingly moved at a snail’s pace and warp speed all at the same time and as the year of interminable days finally comes to a close, a number of firms in the industry are celebrating the holidays with a different twist than they did in years past – through virtual holiday parties.

12.17.20
Announcements
U.S. Sustainable Investment Sees Impressive Growth Among Managers, Foundations

Transparency in ESG investing from managers is expected to increase as assets under management in the sustainable investment space continue to well, according to recent research.

11.25.20
Insights
The Do’s And Don’ts Of Releasing An RFP For Your Municipal Defined Benefit Pension Plan

Christopher Englebert, founding partner and cio of Englebert Financial Advisers, provides key tips for pension trustees going through the RFP process.

04.29.20
Insights
Marketing Success In The Face Of Coronavirus?

There will be a lot of red numbers in upcoming quarterly investment reports for institutional investors. But for managers boasting (relatively) strong returns, how to spread the word at a time that many investors are dealing with not only declining assets but other immediate stresses in the portfolio and the workplace has become a quandary.

04.08.20