Trends
Two Midwestern foundations have partnered with a financial technology firm to survey and assess the racial and gender diversity makeup of the U.S. asset management firms that invest their assets.
Investors are seeking broader information around environmental, social and governance (ESG) factors as they analyze investment opportunities and managers are increasing the use of ESG integration for client portfolios to boost asset growth, according to a recent survey.
All but one of the eight Ivy League endowments underperformed a 60/40 portfolio of U.S. domestic stocks and bonds in the 2020 fiscal year for the second consecutive year, according to recent research.
A New England-based university sent a letter to the investment managers in its endowment asking them to cooperate in tackling the issue of the lack of women and minorities in the asset management industry.
With the 2020 U.S. Presidential election just one week away, many in the institutional asset management industry are urging investors to focus on their long-term investments rather than the short-term outcome of who will spend the next four years in the White House.
Endowments and foundations have incorporated ESG factors at a higher rate than other institutions.
Universities provided an estimate of total assets under management with diverse-owned firms.
Endowments typically invest countercyclically by decreasing active risky allocations during the run-up to a crisis, such as the Global Financial Crisis, and then increasing these allocations as risky asset prices fall following the start of a crisis, new research shows.
College adjacent venture funds look to capitalize on COVID-disrupted economy.
Institutions should divest from products and firms that profit from racial disparities, according to report.
