Trends
Manager research teams must work harder and tailor their marketing approaches in order to gain attention and win assets from consultants in a changed investment environment, a new study finds.
The adoption of AI technologies across the economy may yield 1-3% more annual economic growth across the U.S., requiring a significant growth in demand for energy utilities and infrastructure that bodes well for nonprofit investors with allocations to the asset class.
Hedge funds overall may not have the panache today that they held in the early aughts but institutions continue to find these strategies to be beneficial in providing portfolios with the best risk-adjusted returns in today’s market and the future.
Institutional investor interest in and adoption of ESG factors has increased in the last decade, a new survey finds.
Institutional investors may be keen to make portfolio adjustments with the U.S. presidential election just a week away, but the industry finds it best to avoid making decisions based on polling predictions and market volatility.
Geopolitical events, regulatory changes and policy shifts have led investors to reevaluate the role of exposure to China in their portfolios.
An interview with Peter Ackerson of Audere Capital.
Nonprofit investors should look for niche private credit opportunities as they can provide portfolio diversification and strong yields with less beta market risk than mid-market direct lending strategies, which represent the lion’s share of the private credit universe.
Private markets co-investments have seen a steady uptick as they provide a unique opportunity for institutional investors to become better acquainted with managers, especially in today’s slow fundraising environment where GPs have motive to expand their offerings.
Nonprofits stand to gain from the increases in efficiencies and profitability that AI technologies have brought large-cap companies, as long as they balance their portfolios and have a long-term view.