Whitepapers

Venture Capital
Investors Must Have Strong Sourcing, Steadily Commit To Early-Stage VC For Outsized Returns: Whitepaper

Institutions should not time the private markets or sit out tough years in venture capital as they will miss out on opportunities for attractive, long-term returns, according to a recent whitepaper, which finds that institutions benefit from well-constructed early-stage venture capital programs that have differentiated access, strong sourcing and due diligence processes to navigate a complex market with a challenging exit environment.

03.13.24
Industry News
Outsourced CIO Releases Open-Source Investment Library

The outsourced cio has released a library of proprietary investment research to the public that was previously available only to clients.

11.29.23
ESG
Northern Trust Lays Out 5 Essential ESG Steps

Investment committees should enlist a sustainability specialist to provide expertise and open a dialogue between committee members.

07.21.22
Whitepapers
Digital Asset Growth Shapes Private Asset Investments: Study

Private asset managers must position themselves with an eye toward the continued growth and development of digital assets, according to a new study from Northern Trust.

04.13.22
ESG
Inst’l Asset Owners Enlist Third Parties To Implement ESG As Demand Grows: Report

In-house services remain insufficient as managers expect demand for ESG strategies to grow significantly

03.17.22
Whitepapers
Investors Expand Approach To Promote Diversity In Asset Mgmt. Space: Report

Foundations and endowments are broadening their approach to promoting diversity and inclusion beyond hiring diverse-owned asset managers, according to a new report.

11.04.21
Industry News
Women Investors Present Unique Opportunity For Advisors To Win, Retain Assets: Whitepaper

Advisors must identify markets that align with the services, processes and personal passions of women.

09.16.21
Industry News
Inflation Risk Will Impact Institutional Portfolios

One investment manager expects inflation will be higher over the next decade than in the previous one, potentially proving more damaging to investors’ long-term returns, according to a recent report.

08.25.21
Trends
COVID-19 Driving Value Revival - Cyclical Shift Investors Have Been Waiting For Or Short-Term Noise

Allocators and managers that have been patiently waiting for a resurgence to their value equity portfolios are finally seeing the payoff as more cyclical areas of the market have rebounded during the rollout of COVID-19 vaccines and continual low interest rates.

07.15.21
Surveys/Studies
Study On Endowment Governance Practices To Come Later This Year

The governance framework of an institution plays a significant role in its overall success and the lack of quantitative research available on stewardship practices has led a firm’s research and professional development entity to create a new study on endowments’ use of governance, which will be released later this year.

05.06.21