Trends

Industry News Trends
Higher Education Institutions Should Change Approach To Endowment Model: Panel
As costs rise and returns compress among institutional portfolios, higher education institutions
02.15.18
Industry News Consultant/OCIO/Discretionary Trends
Governance Issues Lead Institutions To Consider Different Investment Models: Panel
Universities have historically used an investment consultant overseen by an investment committee to
02.15.18
Industry News Domestic Equity Equity
E&Fs Stick To Long-Term Gameplans Amid Market Volatility
Following the shakiest week on Wall Street in years, the return of stock market volatility is on
02.15.18
Industry News Trends
Michigan Defends Investments In Trustee-Owned Funds
The University of Michigan and other industry insiders are defending the practice of investing
02.08.18
Industry News Trends
Investors Lack Due Diligence and Staff: Convergence
Despite the widespread belief in the benefits of operational due diligence, institutional investors
02.08.18
Industry News Trends
Endowments Have Strong Year Despite Long-term Underperformance: NACUBO, Commonfund Study
Strong U.S. equity markets and widespread economic growth helped bring U.S. endowment returns back
01.25.18
Industry News Alternatives Trends
Investors Increase Scrutiny of Manager Operations: SEI
As a significant portion of institutional investors expect to increase their investment into
01.18.18
Industry News Domestic Equity Fixed-Income
Seeing Beyond 'False Sense of Comfort' in 2018: Mercer
While public markets remain strong, investment consultant Mercer is urging foundations and
01.11.18
Industry News People Moves Trends
Segall Bryant & Hamill To Acquire Denver Investments
Segall Bryant & Hamill Investment Counsel has entered into an agreement to acquire Denver
01.10.18
Industry News People Moves Trends
Tax Reform Legislation Approved, To Tax Higher Education Institutions' Investment Income
President Donald Trump signed tax reform legislation on Dec. 22 that will tax the net investment
01.04.18