Trends

Trends
Meketa Sees Uptick In Public Markets Search Activity: Webinar

Investment consultant Meketa Investment Group conducted 130 total public markets manager searches in 2024.

08.14.25
Trends
Q2 2025: Strong Fundraising Environment Boosts Resilient Private Infrastructure Space

Commitments to the private infrastructure fund market ticked up amid a stronger fundraising environment as institutions seek strategies that offer inflation protection and stability.

08.11.25
Trends
PE & HFs To Benefit Endowments Facing Tax Burdens, Gov’t Cuts & Challenging Bond Mkt.: TIFF

Allocations to illiquid asset classes will provide university portfolios with stronger returns relative to public equity or bond markets over the long term, despite liquidity or spending squeezes in the short term.

07.30.25
Insights
Final Endowment Tax Numbers Lack Impact On Portfolios Affected By One Big Beautiful Bill Act

Endowments impacted by the finalized One Big Beautiful Bill Act are facing “much more palatable” excise tax numbers in comparison to earlier proposals, new research finds.

07.23.25
Trends
RVK Says Geopolitical Risk Rising Following U.S. Strikes Against Iran

While there is uncertainty on the impact to markets following the U.S. strikes against Iran’s key nuclear facilities over the weekend, geopolitical risk is rising.

06.24.25
Juneteenth
AUM Growth At Black-Owned Managers Continues At Slowing Pace

The growth in the largest Black-owned investment firms has slowed over the past year but continued its upward trajectory, new data from FIN Searches shows.

06.19.25
5 Questions
5 Questions With Morehouse College CFO Undria Stalling

Stalling helped lead the Atlanta-based Morehouse College’s financial operations and manage its approximately $254.1 million endowment since joining the historically Black college in the role in 2021. She took the time to answer five questions, plus one more, with FIN News.

06.18.25
5 Questions
5 Questions With Wilmington Trust Director of Endowments & Foundations Practice Walter Dillingham Jr.

Dillingham Jr. partners with nonprofit organizations across the U.S. to manage and grow their endowments, as well as working with clients on their philanthropic and planned giving objectives.

06.09.25
Surveys/Studies
Cost Factors Into The Passive Versus Active Debate For Institutions: Cerulli

A new research report finds asset owners remain divided on whether active or passive management offers the best risk/return profile for their public market exposure.

06.05.25
5 Questions
5 Questions With Moneta Senior Investment Advisor Aoifinn Devitt

Devitt serves as a senior investment advisor at financial services company Moneta, where she also held the position of cio from June 2021 through January 2024.

05.27.25