Trends

Consultant/OCIO/Discretionary Trends
Foundations And Endowments Find Help For Navigating Complex Outsourced CIO Market

Mark Titzer joined Dominican University as its v.p. for finance in May 2017 with an extensive to-do list from financial strategy and budgeting to rebidding all of its contracts and services. As more pressing day-to-day tasks and operational matters came across his desk, the task of rebidding contracts seemed to be falling down the pecking order like the stock market after an interest rate hike.

09.05.19
Surveys/Studies
Foundations Struggle Through 2018: Study

Negative 2018 investment returns as well as mixed spending and gift giving percentages present challenges for foundations, according to a recent study.

08.22.19
Surveys/Studies
Sustainable Trends Report: More Allocated Capital, Financial Inclusion And Fintechs

Progress on sustainable investment solutions across the economy has been significant but there is still room for sustainability to grow as a meaningful part of the capital markets, a recent report shows.

08.22.19
Surveys/Studies
Performance Leading Community Foundations To Shift From Alternatives, Reduce Spending: Survey

Foundations continue to shy away from alternative asset classes and have reduced spending in light of lower expected returns, according to a recent study from an investment consulting firm.

08.08.19
Alternatives
Healthcare Sector Sustains Optimistic Outlook For 2019 Economy

Healthcare systems have worked to reduce their exposure to alternatives on the heels of the volatility that impacted the market in the fourth quarter of 2018, according to a recent survey from an investment consulting firm.

07.25.19
Daily Feed
Hedge Funds Face Growing ESG Demand From Endowments, Foundations

Hedge fund managers face increasing demands from asset owners who covet improved ESG reporting standards and increased commitment to ESG, a new study finds.

07.25.19
Industry News
Student Loan Interest Considered Part Of Investment Income For University Endowments Facing Excise Tax

Approximately 40 institutions will be affected by last year’s approved excise tax on net investment income of private colleges and universities, according to proposed regulations from the Internal Revenue Service.

07.11.19
Industry News ESG Trends
Firms Must Overcome Barriers For Inst'l ESG Embrace
ESG-focused investment managers can pursue several different avenues to overcome barriers and win
06.27.19
Domestic Equity Fixed-Income ESG
Washington Fdn. Pivots Toward Impact Investments
Bainbridge Community Foundation is shifting its portfolio toward impact investment equity and
06.27.19
Industry News ESG Trends
Catalytic Capital Affects Impact Investments In The Nonprofit Community
While impact investments have substantially grown in recent years, more organizations have recently
06.13.19