Trends
Asset allocators are now spending more time meeting with existing managers than they were in 2020, according to a new study.
Investment managers can avoid fines by making sure their employees use applications that archive communications while also maintaining appropriate policies and procedures for staff compliance, according to law firm Troutman Pepper.
Many nonprofit investors, investment advisors and managers agree that an active equity strategy that can invest in China is the key to capturing returns above U.S. equities.
The 25-member committee will provide advice and recommendations to the Treasury Department on ways to advance racial equity in the economy.
Endowments and foundations’ have seen substantial asset growth in recent years, “straining the system, including investment staff, IT, and various support functions,” but 71% of surveyed cios said they did not need to add more personnel.
Long-term real assets strategies like agriculture/farmland and timberland are beginning to garner renewed interest from institutional investors as inflation continues to impact the economy.
While asset allocations for private and community foundations generally change little from year-to-year, 2021 showed movement particularly among private foundations, according to a recent study.
Real estate commitments fell in the second quarter as rising interest rates and property pricing begin to impact sector.
Nonprofit institutions continue to have a strong interest in impact investments and are the most motivated among a broad group of investors to move from intention to action, according to a recent survey.
Only 13% of museums in the U.S. are engaged in impact investing, compared to 47% of college and university endowments and 51% of foundations.
