Insights

Trends
Investors Discuss Rebalancing, Opportunities As Pandemic Plays Out Across World

Institutional investors have spent the week outlining the potential ways the markets could move going forward as the COVID-19 pandemic continues to play out across the country and world.

04.03.20
Insights
Asset Managers Have Clashing Views On Coronavirus Severity: Webinar

The duration and severity of coronavirus is still up for debate as investors look to gain an understanding of its economic impact.

03.30.20
COVID-19 News
Consultants, Plans Discuss Importance Of Shoring Up Short-Term To Take Advantage Of Future Opportunities

Investment consultants are recommending institutions focus on shoring up their immediate needs and maintaining the status quo in the short-term while preparing to be able to capitalize on upcoming investment opportunities the coronavirus pandemic will provide long-term investors.

03.25.20
Surveys/Studies
Long-Term U.S. Endowment Returns Rise Despite 2019 Dip: Study

The returns for U.S. endowments dipped in 2019 but rose for the 10-year period ending June 30 as the remnants of the financial crisis continued to fade into the past, according to the 2019 NACUBO-TIAA Study of Endowments.

01.30.20
Surveys/Studies
No Visible Evidence Fossil Fuel Divestment Hurts Endowment Performance: Report

The assumption that divestment can hurt the total return of an endowment is based on speculation, according to CJ Ryan, co-author of a recent research paper that found no discernible evidence that divestment of fossil fuels can negatively impact the total return of an endowment’s portfolio.

01.16.20
Insights
FIN News Launches New Website

New website, fin-news.com, combines coverage of public pension and nonprofit investing on one site.

07.29.19
Industry News Insights Consultant/OCIO/Discretionary
Investment Consultant Announces Investment Program Reviews Offering

Investment consulting firm RVK has launched a new specialty practice that will provide investment program reviews to investors looking to identify the optimal structure for their investment programs, the firm announced.

07.11.19
Industry News
Student Loan Interest Considered Part Of Investment Income For University Endowments Facing Excise Tax

Approximately 40 institutions will be affected by last year’s approved excise tax on net investment income of private colleges and universities, according to proposed regulations from the Internal Revenue Service.

07.11.19