Trends
Nonprofits expect to focus on governance and best practices within their investment committees as means to better achieve their overall missions, according to a new SEI study.
A wealth management firm agreed to acquire an investment advisor in a deal that is expected to close in the second quarter.
Expectations for the equity and bond markets in 2020 continue to be cautiously optimistic after a 2019 market that left bearish investors wishing they had kicked that sentiment down the road a year or two.
While many do not expect the market to perform in 2020 quite like it did in 2019, nonprofit investors are still not expecting their real spending targets to come under heavy pressure in the near-term as they gauge the economic cycle and its ability to sustain its growth trajectory.
Investors incorporating carbon emissions into their approach are not likely to experience a shortfall in returns.
Investment managers will have to leverage technology and data to better suit their clients’ needs.
Institutional investors are increasingly worried about how their portfolio performance will be impacted by market conditions in 2020, according to a new survey from Natixis Investment Managers.
Pressure to lower fees on traditional active management along with smaller average mandate sizes and a move toward private markets have brought on a decline in active investment manager fees when compared to published fees.
New research shows that developing and maintaining outsourced cio relationships are crucial components for managers to win mandates.
A liberal-arts college in Vermont will merge with a small Boston college.
Sustainability, diversity and inclusion and innovation are the three largest drivers for investment success moving forward, according to investment consultant NEPC.
