Trends

Industry News ESG Trends
Dana and Ceres Launch Toolkit To Assess Water Risk
An online guide for investors to measure risk caused by water scarcity or water quality issues when
12.14.17
Industry News Trends
Senate Tax Bill Would Undermine Higher Education Institutions: Endowments
The U.S. Senate approved tax reform legislation on Dec. 2 that would tax the endowment of private
12.07.17
Industry News ESG Trends
CUNY Symposium Makes The Case For Impact Investing
Institutional investors with a social mission have traditionally been seen as sacrificing returns
12.07.17
Industry News Consultant/OCIO/Discretionary Trends
IC Members Unclear on Best Practices: Pavilion
Committee members at several institutional investors may be missing the mark when it comes to
12.07.17
Industry News Trends
Foundations and Endowments Pay Higher Fees: Callan
Foundations and endowments paid higher investment management fees than other institutional
11.30.17
Industry News Consultant/OCIO/Discretionary Trends
OCIOs Expect Replacement Searches To Increase: Cerulli
While the bulk of business for outsourced cios has traditionally been dominated by first-time
11.22.17
Industry News Domestic Equity Alternatives
Investors Up PE Despite Lower Return Expectations: NEPC
A majority of foundations and endowments intend to boost or maintain their private equity exposures
11.16.17
Industry News Consultant/OCIO/Discretionary Trends
Higher Education Institutions Lean On Third Parties To Bolster Retirement Options: Transamerica
A growing number of higher education institutions are hiring advisors and consultants to help
11.16.17
Industry News Trends
Tax Bill Undermines Higher Ed Institutions: Endowments
Institutions across the country are pushing back on a proposed tax bill from the U.S. House of
11.09.17
Industry News Domestic Equity Fixed-Income
ESG Faces Limitations In Passive Investing: bfinance
Passive strategies and semi-passive smart beta products continue to integrate ESG parameters
11.02.17