Surveys/Studies
AI Advancements Revolutionizing Wealth, Asset Management Sectors: Study

Wealth and asset management firms are advancing in AI, which a new global study finds will revolutionize the sectors and transform how they operate, serve clients and generate value.

12.05.25
Surveys/Studies
Ongoing Macro-Level Concerns Lead E&Fs To Increase Pvt. Markets Investments, Diversify: Survey

Heavy concerns about market volatility and political risks have led endowments and foundations to increase their allocations to private markets programs and diversify their portfolios in response, a new study finds.

12.04.25
Trends
Private Mkt. Allocations Drove Second Consecutive Year Of Double-Digit Gains: OCIO

The largest university and college endowments experienced double-digit gains in two consecutive years drive by a return to long-term trends like large private equity allocations.

11.26.25
5 Questions
5 Questions With Brent Burnett, Head of Infrastructure & Real Assets At Hamilton Lane

Burnett oversees a global team of 30 investing across infrastructure primary funds, secondaries and co-investments.

11.24.25
Surveys/Studies
Institutions Prioritizing Active Management, Foresee Markets Correction In 2026: Natixis

Markets are due for a correction in 2026 after three consecutive years of double-digit returns on most indexes, with a new study finding many institutions are favoring active strategies.

11.20.25
ESG
ESG Momentum Slowing Overall: Study

Momentum surrounding environmental, social and governance efforts has slowed in the last two years among managers providing data to a recent study from an investment consulting firm.

11.20.25
Surveys/Studies
World’s Top 500 Managers Reach Record $140 Trillion In AUM: Study

The world’s 500 largest asset managers have reached a record $140 trillion in total assets under management, which new research finds is driven by North America and a shift to passive investments.

11.14.25
Trends
Q3 2025: Secondary Investments Gain Institutional Traction As Fundraising Sets Record

Secondary fund investments are increasingly driving interest among institutional investors as the industry finds it’s a good place to gain comfort with private markets and efficiently deploy capital amid deal activity and fundraising surges.

11.10.25
Surveys/Studies
Large University Endowment FY25 Returns Driven By AI, Digital Assets

Artificial intelligence investments and digital assets are driving outperformance for large university endowments, which reported fiscal year 2025 returns around 11% or 12% on average.

11.05.25
Surveys/Studies
Evolving Discretionary Needs Call For Trusting Relationships, Great Communication: OCIO

Two leaders of the outsourced cio practice at an institutional advisory firm are seeing the importance of communicating and building trust in relationships with both clients and staff, particularly as their investment needs evolve.

10.23.25