Trends

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
Industry News
Hedge Funds Anticipate Reaching AUM High Despite Decreasing Return Expectations: Report

Some market tailwinds like strong equity markets may slow but the asset class will grow.

01.15.20
Daily Feed
Nonprofit News Special Report: 2020 Alternative Investments Outlook

Nonprofits should focus on the purpose various alternative asset classes serve in their portfolio across market cycles as the unprecedented bull market continues into 2020, industry experts say.

01.09.20
Industry News
Wealth Management Firm Acquires Investment Advisor

A wealth management firm agreed to acquire an investment advisor in a deal that is expected to close in the second quarter.

01.09.20
Trends
2020 Traditional Investments Outlook

Expectations for the equity and bond markets in 2020 continue to be cautiously optimistic after a 2019 market that left bearish investors wishing they had kicked that sentiment down the road a year or two.

While many do not expect the market to perform in 2020 quite like it did in 2019, nonprofit investors are still not expecting their real spending targets to come under heavy pressure in the near-term as they gauge the economic cycle and its ability to sustain its growth trajectory.

01.02.20
Industry News
Addressing Climate Change Can Mean Higher Profits For Investors

Investors incorporating carbon emissions into their approach are not likely to experience a shortfall in returns.

12.24.19
Industry News
Strategic Investment Decisions Pave The Way To Finding Growth In 2020

Investment managers will have to leverage technology and data to better suit their clients’ needs.

12.24.19
Surveys/Studies
Institutional Investors Worried, But Prepared For 2020 Market Conditions: Natixis

Institutional investors are increasingly worried about how their portfolio performance will be impacted by market conditions in 2020, according to a new survey from Natixis Investment Managers.

12.12.19
Surveys/Studies
Study Reveals Negotiated Fees For Institutional Investors: Callan

Pressure to lower fees on traditional active management along with smaller average mandate sizes and a move toward private markets have brought on a decline in active investment manager fees when compared to published fees.

12.11.19
Announcements
Vermont College Merges With College In Boston

A liberal-arts college in Vermont will merge with a small Boston college.

11.07.19