Trends

Trends
Rising Structured Credit Allocations Raise Need For Expertise

Structured credit has begun to garner headlines for the protection it can provide investors against rising rates, however, the accompanying nuances require significant expertise among both managers and allocators, industry experts say.

04.18.22
Trends
Sophistication, Wide Range Of Datasets Leaves Fund Managers To Outsource: Study

Demand for outsourced data services among investment managers is growing as the sophistication of available data sources and the wide range of datasets continues to increase, according to a recent report.

04.14.22
Trends
More Managers Handing Investing Over To The Machines

Endowments and foundations benefit from managers wielding the evolving power of AI to streamline investing, enhance performance and analyze the growing scale and complexities of the global capital markets.

04.07.22
Surveys/Studies
Investors Uneasy About Global Economy, Expect Subpar Returns From U.S. Stock Market: Survey

Most institutional investors expect subpar returns from the U.S. stock market this year amid inflation and concerns regarding the ongoing Russia-Ukraine war, according to a recent survey.

04.07.22
Emerging/Diverse Managers
Investors Interest In Diverse Managers Not Reflected In Hires: Poll

Investors need more education or policy frameworks to implement this approach, according to the firm.

03.24.22
Surveys/Studies
Students Increasing Pressure On Endowments To Divest From Fossil Fuels: Report

Students and university trustees differ on understandings of what endowments represent, but integration of ESG strategies could reconcile them.

03.24.22
Trends
OCIO Growth Result Of Personnel Departures, Investment Complexity, ESG Implementation: Report

The outsourced cio sector is growing as a result of the turbulence caused by the COVID-19 pandemic and ensuing reverberations and uncertainty in the markets, according to a recent report.

03.17.22
ESG
SRI, ESG Adoption at College- And University-Affiliated Foundations Lags Interest: Study

College- and university-affiliated foundations’ future use of SRI and ESG strategies could be potentially affected by student pressure.

03.10.22
Surveys/Studies
Responsible Investing Discussions Accelerating, Implementation Remains Slow: Study

A growing number of independent schools are talking about responsible investing, though they have been slow to implement.

03.03.22
Emerging/Diverse Managers
HBCU Path To Growth: PE, VC Access Brings Opportunity

Historically black colleges and universities, typically limited by the size of their assets, are looking to gain further access to alternative assets, particularly private equity and venture capital, as they seek to grow their endowments to further their mission as well as capture outsized returns that have swelled higher education institutions’ portfolios, according to investors and allocators.

03.03.22