Trends
Wealth and asset management firms are advancing in AI, which a new global study finds will revolutionize the sectors and transform how they operate, serve clients and generate value.
The largest university and college endowments experienced double-digit gains in two consecutive years drive by a return to long-term trends like large private equity allocations.
Markets are due for a correction in 2026 after three consecutive years of double-digit returns on most indexes, with a new study finding many institutions are favoring active strategies.
Secondary fund investments are increasingly driving interest among institutional investors as the industry finds it’s a good place to gain comfort with private markets and efficiently deploy capital amid deal activity and fundraising surges.
One discretionary advisor sees an imperative need for in-person interaction at foundations and endowments to successfully advance mission-oriented objectives, particularly amid changing board demographics.
Some endowments and foundations are looking to emerging market debt, multi-asset credit and long-term bonds as a way to diversify their portfolios while also capitalizing on the macrotrends leading to a weaker greenback.
Private markets funds are set for 70% growth by the year 2030 with private equity expected to be a key driver of that expansion, according to a recent analysis.
Nonprofit investors can find attractive investment opportunities in precious metals like gold, critical minerals like lithium and agriculture that diversify their real assets portfolio, while also providing a potential hedge against ‘stagflation.’
Investment consultant Meketa Investment Group conducted 130 total public markets manager searches in 2024.
Commitments to the private infrastructure fund market ticked up amid a stronger fundraising environment as institutions seek strategies that offer inflation protection and stability.