Trends

Surveys/Studies
Top Investment Consultants Gain Influence As Institutions Increasingly Rely On Services

Investment consultants have always been a crucial part of the U.S. institutional asset management business and new data finds the industry’s top consultants are becoming more influential than ever.

04.24.24
Surveys/Studies
Diversity Transparency Remains Disappointing Among Half Of The Largest Endowments: Study

Study on the diversity of higher education’s asset managers found just 18 institutions fully participated by providing data for the study, while an additional eight self-reported their data.

04.18.24
Trends
Female-Led PE, VC Firm Quantities Grow But Underrepresentation, Challenges Remain: Women’s History Month

Despite a rise in female-led firms within private equity and venture capital last year, women remain significantly underrepresented in the space and Women’s History Month offers even more reason to celebrate their successes while additionally providing access to talented, under-the-radar females in today’s challenged market.

03.28.24
Trends
Continuation Funds Can Provide Growth Opportunities For Certain Institutions

Continuation funds within the broad private equity space are increasing in popularity and, depending on liquidity needs, these vehicles can provide opportunity for increased returns within LPs’ diversified portfolios in the current market environment.

03.25.24
Surveys/Studies
Energy Transition Sparks Interest, Private Markets Prioritized Among Growing Alts. Allocations: Nuveen

The energy transition is drawing interest from institutions as more than half believe they can “significantly influence” its progress, a new study finds.

03.21.24
Trends
Assetology: A Look At The Endowments Of Men’s NCAA Tournament Teams

While the upsets, buzzer beaters and Cinderella stories will take place on the hardwood, Nonprofit News examined how each team stacks up off the court from an endowment perspective.

03.21.24
Industry News
A Seat At The Table: HBCUs Work To Overcome Limited Internal Resources, Smaller Asset Bases To Grow Toward Sustainability

Historically Black colleges and universities have had to operate without the support and resources made available to their peers traditionally, yet they have persisted in fostering their students and communities.

The institutions are facing new and increased pressure to leverage their endowment investments to ensure continued independence and long-term sus­tainability, something that is proving to be difficult as HBCU investment returns have lagged their non-HB­CU peers for the past three years due to smaller allo­cations to alternatives and significantly fewer invest­ment management resources, among other factors.

03.07.24
Surveys/Studies
Smaller Endowments Outperform Larger Peers As FY23 Average Returns Exceed FY22: Study

The average 2023 fiscal year return of colleges and universities’ endowments exceeded fiscal year 2022 returns as the smaller endowments’ public market exposures helped them outperform their larger peers.

02.15.24
Trends
Q4 2023: Consultant Search Activity Picks Up, Rehires Outnumber New

The fourth quarter had 35 completed investment consultant hires, according to FIN Searches data.

02.12.24
International / Global / Emerging Markets
Emerging Markets Provide Opportunity, But Institutions Should Not Forget Risk: Webinar

Industry strategists see investment opportunities outside of the U.S. in emerging markets, but risks, such as China and its slow growth, pose challenges that institutions should be mindful about, according to a recent webinar.

01.25.24