Trends
Private Markets Remain Growing Component Of Portfolios, AI Spending Persistent Tailwind: Report

Private markets activity is improving alongside artificial intelligence investment growth as investors lean into more complex and fragmented markets in their quest to unlock differentiated return sources.

03.03.26
Surveys/Studies
Larger Endowments Lead 3rd Straight Year Of Strong Positive Returns: Independent Schools Report

Largest schools reported the strongest one-year returns on average, which followed two years of smaller institutions outperforming, according to new report.

02.25.26
Surveys/Studies
Outsourced CIO Growth Expected To Continue As Investor Needs Expand: Study

The utilization of outsourced cios continues to expand quickly as the U.S. market, which accounts for 75% of the $3.3 trillion global outsourced cio marketplace, grew by 16% in 2025 driven primarily by organic growth.

02.19.26
Industry News
DC Plans Shift To Passive Target Date Funds, Custom Solutions: Survey

The inclusion of passive target date funds continues to increase at defined contribution plans as there is a sustained transition away from fully active strategies, a new study reveals.

02.18.26
Surveys/Studies
Endowments Post Double Digit Gains For 3rd Consecutive Year, This Time Led By Largest Endowments: Study

Latest annual study of endowments found College and universities once again experienced double digit gains in fiscal year 2025, with largest institutions outperforming their peers after two consecutive years of outperformance by smaller institutions.

02.12.26
Trends
Q4 2025: OCIOs Can Swiftly Execute & Advise Institutions In Today’s Market

Outsourced cios can use their expertise to both execute and advise institutions in a quick and efficient manner in today’s complex investment environment, industry professionals find.

02.10.26
Trends
Surprises In Store Despite Generally Positive Outlook For 2026: Consultant

The consultant finds the primary theme for 2026 is surprises – growth surprises, inflation surprises, political surprises – despite a generally positive outlook backed by continued economic growth.

01.28.26
Surveys/Studies
Pace Of Fee Compression Appears To Be Slowing: Callan Study

Active management faced continued pressure on actual fees paid in 2024, although the pace of fee compression seems to be slowing.

01.14.26
Surveys/Studies
Investment Management Industry Seeking Technology Expertise, Scaling AI: Report

A new study finds firms are rethinking technology talent and seeking those with artificial intelligence expertise.

01.07.26
Surveys/Studies
AI, Healthcare Pose Opportunities In Uncertain Future Market: Mercer

Artificial intelligence acceleration and healthcare transformation will provide opportunities across public and private markets such as unlisted infrastructure and early-stage venture capital, according to a consultant.

12.22.25