Trends

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
Trends
Outsourced CIOs Eye Alternatives
U.S. outsourced cio providers are increasingly looking for alternative investments to diversify
06.12.19
Trends
Request For Proposals: Best Practices & Technologies That Can Help

RFPs are a key aspect of asset management firms’ business development and marketing and a successful approach to proposals requires organization and a sufficient allocation of time and resources.

06.12.19
Industry News Alternatives Trends
Outsourced CIOs Turn Toward Alternative Private Asset Classes
U.S. outsourced cio providers are increasingly looking for alternative investments to diversify
06.06.19
Industry News Domestic Equity Alternatives
Nonprofits Gear Up To Adapt Traditional Portfolios, Add Alternatives: Deutsche
Nonprofit investors appear to be looking to resize their equity allocations and turn their
06.06.19
Industry News Trends
Rallying Equity Markets Indicate Late-Cycle Environment For U.S. Economy: NEPC
Investment consultant NEPC has noticed enough key indicators to believe the U.S. economy has moved
05.02.19
Industry News Trends
Economic Concerns Weigh Heavily On E&F's Investment Portfolios: NEPC
Endowments and foundations say a slowdown in global growth is the biggest threat to their
04.25.19