Trends

Discretionary/Outsourced CIO
Foundations And Endowments Find Help For Navigating Complex Outsourced CIO Market
09.05.19

Mark Titzer joined Dominican University as its v.p. for finance in May 2017 with an extensive to-do list from financial strategy and budgeting to rebidding all of its contracts and services. As more pressing day-to-day tasks and operational matters came across his desk, the task of rebidding contracts seemed to be falling down the pecking order like the stock market after an interest rate hike.

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

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.

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Trends
Outsourced CIOs Eye Alternatives
06.12.19
U.S. outsourced cio providers are increasingly looking for alternative investments to diversify
Trends
Request For Proposals: Best Practices & Technologies That Can Help
06.12.19

RFPs are a key aspect of asset management firms’ business development and marketing and a successful approach to proposals requires organization and a sufficient allocation of time and resources.

Industry News Trends
Rallying Equity Markets Indicate Late-Cycle Environment For U.S. Economy: NEPC
05.02.19
Investment consultant NEPC has noticed enough key indicators to believe the U.S. economy has moved
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Industry News Trends
Economic Concerns Weigh Heavily On E&F's Investment Portfolios: NEPC
04.25.19
Endowments and foundations say a slowdown in global growth is the biggest threat to their
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Industry News Trends
Credit, Rising Costs And Alternative Investments On minds Of Health And Hospital Investors: Cerulli
04.25.19
Health and hospital systems face a lack of internal resources and various challenges as they place
Industry News Alternatives Trends
Cryptocurrency Proves Popular Among Endowments Seeking Alternative Assets: Survey
04.18.19
Endowments have taken the lead on institutional investment in crypto assets and related funds
Industry News ESG Trends
Investors Should Rethink Climate-Related Risk Assessments In Portfolios: BlackRock
04.11.19
Recent extreme weather events in the U.S. have put a spotlight on risks related to climate, leaving
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Industry News Trends
Weakening Consumer Confidence May Bring Bull Market To A Halt: Commonfund
04.11.19
Institutional investors believe the current bull market will be coming to an end in the next two
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