Trends

Surveys/Studies
Responsible Investing, ESG Principles Gaining Steam Among Colleges & Universities: Study

U.S. colleges and universities’ adherence to ESG principles is growing as institutions have increased their commitment to ESG in their investments policies and portfolios, while others are considering incorporating policies, according to a recent study.

02.17.23
Surveys/Studies
Investors Report Significant Jump In Sustainable, Impact Investing Engagement: Survey

Institutional investor engagement in sustainable and impact investing has experienced 80% growth since 2018, new research finds.

02.09.23
Trends
Nonprofit News Special Report: 2023 Alternative Investments Outlook

As nonprofit investors expect market volatility to continue, with the possibility of an economic recession on the horizon, many are seeking early-stage private equity, private debt, real estate, infrastructure or hedge fund strategies to capitalize on macro trends that include a slowdown in economic growth, rising inflation, emerging technologies and demographic trends.

01.19.23
Trends
Volatile 2022 Leaves More Questions Than Answers For Nonprofit Investors In 2023

Following a year where the majority of asset class returns were in the red with the exception of commodities and cash, the market outlook for nonprofit investors remains murky as institutions expect continued market volatility and slower economic growth.

01.12.23
Surveys/Studies
Unintended Investment Outcomes Result In Hidden Portfolio Risk For Institutions: Study

Main problems commonly cited by institutions were underperformance and outcomes that differ from the intended result, according to the report.

12.21.22
Trends
Institutions Reevaluating Exposure To Chinese Equities Amid Market Uncertainties

Institutions have begun to reevaluate their investment in the world’s second largest economy as they weigh a multitude of factors related to either increasing or reducing their exposure, including geopolitics, diversification and market uncertainties.

12.14.22
Surveys/Studies
Investors Come Back To Bonds As Recession Fears Grow: Survey

Institutional investors indicated that rising rates and a recession will increase the importance of fixed-income within portfolios after years of low yields.

12.14.22
Surveys/Studies
Nonprofits Lead ESG Incorporation, Which Is Down Among Institutional Investors: Survey

Institutional investor incorporation of ESG into investment decision-making processes was down year-over-year, however, foundations and endowments integrated ESG at the highest rate, according to a recent survey.

12.01.22
Surveys/Studies
Managers Increase Product Offerings To Set Themselves Apart Ahead Of Market Uncertainties: Study

The managers are looking to drive continued inflows and be better positioned for the future through their performance, product development and regulatory compliance.

12.01.22
ESG
Canadian Pension Divests Carbon Intensive Assets

A major public pension in Canada aims to achieve a net-zero portfolio by 2050.

11.23.22