Trends

MRI/Social Investments
Northeast College To Phase Out Fossil-Fuel Managers, Exclude Future Investments With The Firms

A college in the Northeast will begin the immediate phaseout of all current investments with fossil fuel-specific managers in its endowment and will exclude all future investments with fossil fuel-specific managers.

10.24.19
Emerging/Diverse Managers
NACUBO Responds To Congress’ Call For Increased Endowment Mgmt. Diversity

The National Association of College and University Business Officers (NACUBO) “is keenly focused on the importance of diversity in asset management positions, as well as diversity in the business officer profession as a whole,” according to a letter from President and CEO Susan Whealler Johnston in response to a letter from six members of Congress that requested the association take a closer look at diversity in endowment management.

10.24.19
Industry News
E&Fs Maintaining Investment Exposure To China Amid Challenges

The majority of endowments and foundations with investment exposure to China have no plans to change that exposure.

10.23.19
Trends
MLP Pipeline Drying Up: The Rise And Demise Of Master Limited Partnerships

Pension plans are beginning to dump Master Limited Partnerships (MLPs) after losing patience with an asset class that largely has not lived up to expectations.

10.22.19
Surveys/Studies
Declining Fees Give Way To Value For Investors: Study

Declining investment management fees across certain asset classes provides one way for investors to obtain better value for their money, according to a study from bfinance.

10.07.19
Industry News
Study Reveals Compensation Levels For Nonprofit Investment Staff

Performance-based compensation continues to be a key component of pay for investment staff at private foundations and university endowments, according to a recent study.

09.26.19
Conference Coverage
F&Es Must Eliminate Biases In Governance And Investment Processes To Help Emerging Managers: Panel

Foundations and endowments need to eliminate biases in their governance and investment processes to unlock more opportunities for women and minority investment managers.

09.26.19
Conference Coverage
Diversity And Documentation Key In Committee Recruitment: Session

Diversity and documentation represent two key factors for foundations looking to build out or fill seats on their investment committees and boards.

09.26.19
Conference Coverage
Private Investments May Do More Harm Than Good For Nonprofits: Session

Foundations and endowments may be their own worst enemy when it comes to investing in private equity and hedge funds.

09.26.19
Surveys/Studies
Large Foundations Not Necessarily Better At Investing Than Small Foundations: Study

Outperformance from larger foundations does not in itself make them better or even much different investors than their smaller peers, according to a recent study.

09.18.19