Trends

Announcements
Sustainability Risks Can Affect Portfolios In Various Ways And Crises Present Opportunities: Report

The world’s health and environment-related crises continue to highlight how sustainability risks can affect portfolios in a wide-ranging manner, according to new research.

09.17.20
ESG
E&Fs Must Be Mindful Of Misleading Managers When Adopting ESG: Clearbrook

Consistent communication with managers is key to an accomplished portfolio.

09.10.20
Emerging/Diverse Managers
Universities Continue To Disclose Endowment Diversity Data

Universities continue to pull back the curtain on the diversity of their endowments with responses to an inquiry from two congressmen in the third quarter. 

09.10.20
Surveys/Studies
Universities Face Liquidity Challenges And Stress For The 2020 Fall Semester

Immediate stresses brought on by COVID-19 challenged colleges and universities and made them realize the potential impact on their operations and liquidity longer-term, according to new research.

08.27.20
Alternatives
COVID-19 Travel Restrictions Slow Down Managers’ Sales Process, Impacts RFP Volume: Report

New research finds COVID-19 travel restrictions have slowed down the institutional sales process.

08.20.20
Announcements
Understanding Risk, Generating Income Important For Diversifying Portfolios: Report

Investors can achieve their income goals and diversify their portfolio across different opportunities by having a broader understanding of the risks that they are taking, according to new research.

08.13.20
Emerging/Diverse Managers
School Is In Session: Universities Begin Releasing Endowment Diversity Data

At least four prominent universities have provided responses to an inquiry from two congressmen about the diversity of their endowments.

08.06.20
Industry News
Education And Expense Key To Liquid Alternatives’ Future Viability: Research

Firms should focus on less expensive products and exposures that are easier to explain.

07.29.20
Industry News
Sustainable Investing Themes Grow With Support Of Government: UBS

Global asset growth of sustainable investment funds expected to continue.

07.29.20
Industry News
Sovereign Wealth Funds, Family Offices Most Likely To Terminate Based On 2020 Performance: bfinance

Sovereign wealth funds and family office investors are the institutions most likely to terminate external asset managers where 2020 performance represents a significant contributing factor to the decision.

07.28.20