Whitepapers

Announcements
Sustainability Risks Can Affect Portfolios In Various Ways And Crises Present Opportunities: Report

The world’s health and environment-related crises continue to highlight how sustainability risks can affect portfolios in a wide-ranging manner, according to new research.

09.17.20
Announcements
Understanding Risk, Generating Income Important For Diversifying Portfolios: Report

Investors can achieve their income goals and diversify their portfolio across different opportunities by having a broader understanding of the risks that they are taking, according to new research.

08.13.20
Surveys/Studies
Endowments Underperform Passive Benchmark For 58 Years: Study

A new study found that the average endowment has underperformed the 60/40 benchmark for the past 58 years.

08.13.20
Whitepapers
Portfolio Protection Essential For Institutions In 2020: Report

Nonprofits should prepared for an increase in global political risks.

03.26.20
Alternatives
Health Plans Should Diversify Portfolios To Reduce Risk, Enhance Returns: White Paper

A global consulting firm suggests healthcare organizations “with the appropriate appetite” diversify away from U.S. Treasury bonds and invest in opportunistic credit funds, private debt and hedge funds to reduce risk and enhance return, according to a recent white paper.

02.13.20
A Fresh Look at REITs

Institutional investors have embraced commercial real estate, but their reluctance to allocate to equity REITs has been costly for beneficiaries over the last decade. As the search for yield continues, a fresh look at equity REITs is warranted, Adelante Capital Management says.

01.15.20
Industry News
Strategic Investment Decisions Pave The Way To Finding Growth In 2020

Investment managers will have to leverage technology and data to better suit their clients’ needs.

12.24.19
Surveys/Studies
Study Reveals Negotiated Fees For Institutional Investors: Callan

Pressure to lower fees on traditional active management along with smaller average mandate sizes and a move toward private markets have brought on a decline in active investment manager fees when compared to published fees.

12.11.19
Whitepapers
Time For DB Plans To Reevaluate Their Risks: Willis Towers Watson

New research finds defined benefit plans will need to reevaluate their risks in 2020 to get back on track with their investment goals.

12.09.19
Whitepapers
Complete Integration Can Boost Asset Management M&A Profits: Whitepaper

The lack of complete integration following mergers and acquisitions in the asset management space has led to additional costs for the industry, according to a whitepaper from Casey Quirk.

07.17.19