Trends
Limited knowledge and lack of transparency regarding fees stifle investment decisions.
Institutions that depend on donations or live fundraising events may be scarred the most by the pandemic.
A Southern based fund is looking to make public equity and credit investments in the near-term following the recent market downturn.
Foundations and endowments are taking a cautious approach to the markets and when to capitalize on upcoming investment opportunities the coronavirus pandemic will provide long-term investors.
The outlook for higher education institutions is shifting to negative from stable as a result of the financial impact of the coronavirus outbreak, according to a recent outlook from Moody’s Investors Service.
Selection of alternatives managers will be important as role of strategies expand in institutional portfolios.
Historically black colleges and universities (HBCU), representing more than $2 billion in endowment assets, have the opportunity to raise awareness and bring change to the underrepresentation of diverse-owned investment managers in the approximately $70 trillion asset management industry, allocators and industry experts said.
A global consulting firm suggests healthcare organizations “with the appropriate appetite” diversify away from U.S. Treasury bonds and invest in opportunistic credit funds, private debt and hedge funds to reduce risk and enhance return, according to a recent white paper.
Group think, herd mentality and confirmation bias are three key behavioral issues that can impact investment committees, according to panelists during the Resilience: Creating the All-Weather Portfolio session.
Foundations continue to lap the rest of the institutional investment space when it comes to investing with diverse- and women-owned firms, a new study finds.
