Trends

Surveys/Studies Trends Announcements
E&Fs Can Hang Tight As Current Market Environment Will Deliver Investment Opportunities: CAPTRUST

Long-term investors like endowments and foundations are in a terrific position to capitalize on recent market volatility as the COVID-19 pandemic continues to unfold, according to experts at CAPTRUST Financial Advisors.

04.02.20
Industry News
Midwestern College Shuts Its Doors

A college based in the Midwest will shutter its doors at end of semester.

04.02.20
Industry News
E&Fs Had Little Concern About Liquidity Prior to Pandemic: Study

Survey conducted in the second half of 2019 found low concern about liquidity.

04.02.20
Industry News
Small And Mid-Sized Nonprofits Challenged To Comprehend Investment Fees: Study

Limited knowledge and lack of transparency regarding fees stifle investment decisions.

04.02.20
COVID-19 News
Nonprofits’ Thinking Turns To Survivability From Sustainability As Pandemic Continues

Institutions that depend on donations or live fundraising events may be scarred the most by the pandemic.

04.02.20
Credit/Private Debt
Southern Fund Looks To Take Advantage Of Equity, Credit Valuations Following Downturn

A Southern based fund is looking to make public equity and credit investments in the near-term following the recent market downturn.

04.02.20
COVID-19 News
Consultants, Nonprofits Discuss Taking Cautious Approach In Preparing For Future Opportunities

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.

03.26.20
COVID-19 News
Nonprofits’ Outlook Turning Negative Amid Coronavirus Crisis

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.

03.19.20
Industry News
Manager Selection Increasingly Pertinent With Alternative Investments: Study

Selection of alternatives managers will be important as role of strategies expand in institutional portfolios.

03.19.20
Emerging/Diverse Managers
Investing In Diversity: HBCUs Discuss Aligning Mission With Endowments

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.

02.27.20