A university based in the Mid-Atlantic region agreed to significantly reduce its investments with fossil fuel companies within its endowment last week.
Historically black colleges and universities are reeling, like many other higher education institutions, from the COVID-19 pandemic’s impact on their business models.
Despite these struggles, institutions cannot and should not let those issues stand in the way of growing their endowment portfolios and diversifying them to combat the underrepresentation of diverse-owned investment managers in the approximately $70 trillion asset management industry, allocators and industry experts said.
Institutions should take a fresh look at financial and investment strategies to address challenges to their business models and maintain optimal asset allocations to meet a 7.5% historical return target, particularly in the face of a long-term era of muted returns, according to a recent study.
With Bitcoin (BTC) making waves and headlines worldwide in a bull run over the last several months, the institutional investment space is divided on the advantages and disadvantages that the “magic internet money” can bring to portfolios.
Investment managers will be increasingly judged on their client engagement and interaction as the industry continues to undergo a digital transformation brought on by the COVID-19 pandemic, according to recent research.
Despite growth stocks grabbing the headlines during the market surge following the early days of the COVID-19 pandemic, fundamental value managers began to see more interest in the fourth quarter as the market started to shift.
Alternatives will play an even more critical role in helping nonprofits reach spending plus inflation targets in 2021 as they seek income and downside protection that low-yielding bonds markets and equity markets cannot.
Nonprofit investors are expecting positive but muted returns from the equity and bond markets in 2021 after their portfolios generated solid performance in a year that upended global financial markets and saw unprecedented volatility.