Trends

Trends
Short-Term Bonds, U.S. Stocks Attractive As Recession Signals Fade: Angeles Investment Advisors

The Santa Monica, Calif.-based outsourced cio firm is overweight on asset classes that capitalize on a strong U.S. economy buoyed by strong economic and consumer activity.

09.13.23
Trends
Q2 2023: Private Infrastructure Offerings Gain Steam, Contribute To Hire Uptick

Institutional commitments to private infrastructure funds increased in the second quarter given attractive characteristics—like providing an inflation hedge or cash yield—and product offerings that have gained steam in recent years, a trend that will likely continue into the second half of 2023 and beyond.

08.14.23
Emerging/Diverse Managers
How E&Fs Can Build A Diverse Board Pipeline: Video

Firm lays out how an endowment or foundation can build a robust pipeline of diverse board members, starting with the creation of a board member matrix.

08.01.23
ESG
Net-Zero Endowments Best Achieve Fossil Fuel Divestment Objectives: Stakeholders

The flexibility and environmental impacts of a portfolio targeting net-zero greenhouse gas emissions enhances the ability of endowments to support climate change solutions without sacrificing returns, according to endowments and their investment consultants.

07.27.23
Trends
Lack Of Clarity In Macroeconomic Environment Producing PE Challenges: Study

Both limited and general partners agree that interest rates and inflation represent the biggest threats to private equity performance in a challenging macroeconomic environment, a new study finds.

05.19.23
Trends
Q1 2023: High Rate Environment Contributes To Fixed-income Search Boost

FIN Searches data finds the fixed-income space saw a hike in activity during the first quarter, which the industry believes can be attributed in part to the high interest rate environment.

05.15.23
Trends
Hospitals Wield Investments To Boost Local Health Outcomes And Economics

A consortium of 72 healthcare groups and hospitals across the nation is helping institutions launch or sustain impact investment programs that target the racial, economic and health disparities within their local communities and provide a diversified return.

04.12.23
Surveys/Studies
Institutions Must Explore Investments At Intersection Of Gender & Climate Finance: Report

Women have access to only 3% of bank loans globally, which limits their ability to adapt to climate change and develop innovative solutions across sectors.

04.06.23
Venture Capital
Funding Females Can Move Needle On Lack Of Gender Equity In VC Space: Women’s History Month

The venture capital space is taking steps to ensure more progress is being made toward backing women-owned and led funds and Women’s History Month is highlighting some of the efforts being made to increase the representation and role of women in the space – but there is still a long way to go.

03.30.23
Surveys/Studies
Independent Schools’ Average Annual Return Takes Sharp Year-Over-Year Dip, Larger Endowments Benefit: Study

While the negative fiscal year 2022 return hurt longer-term performance, good returns from prior years helped to mitigate the impact, according to the study.

03.23.23