Surveys/Studies
Smaller Endowments Outperformed Larger Peers Over 10 Year Span: Report

Institutions with less than $250 million in endowment assets generated positive long-term returns in fiscal year 2025 and outperformed the same subset of institutions by 70 basis points or more year-over-year.

05.27.26
Trends
AI Presents E&Fs With Long-Term Opportunity, Wide Array Of Outcomes Persists: Webinar

Artificial intelligence has impacted the investment landscape for endowments and foundations, presenting long-term upside and opportunity, but a wide array of outcomes may persist, according to a recent webinar.

05.20.26
Surveys/Studies
Nonprofits Deploying AI For Automation, Ongoing Monitoring: Study

A new study finds nonprofits are deploying artificial intelligence in asset management for automation and monitoring purposes.

05.13.26
Trends
Q1 2026: EM Equities Provide Opportunity Despite Geopolitics, Short-Term Headwinds

Emerging markets equities have increasingly ignited interest for institutional investors in recent months and while commitments slowed in March due in part to geopolitical issues and what the industry views as short-term volatility, these investments remain beneficial to portfolios.

05.05.26
Surveys/Studies
Endowments Can Help Close Gap Between Operating Revenue, Expenses: Study

The latest survey from an investment consultant found a growing gap between revenue and expenses at endowments from fiscal year 2024 to 2025.

04.09.26
Trends
Women VCs Leverage AI; Invest In Innovative Tech, Healthcare Spaces

Artificial intelligence has been top of mind for many in the institutional investment industry for some time and Women’s History Month highlights industry females leveraging AI in various technology and healthcare spaces who find that these innovations, and women in general, are key investments for the future and productivity.

03.31.26
Surveys/Studies
Canadian Outsourced CIO Market Ranks Fourth Globally As It Lags Global Outsourced CIO Growth Rate: Study

Canadian outsourced cio and custom solutions grew by 8% overall in 2025 compared to the 16% global outsourced cio growth rate.

03.25.26
Surveys/Studies
Private Markets Sentiment Remains Positive As Geopolitical Events Concern Investors: Survey

More than one-third of investors expect private market returns to be about the same as the previous 12- to 18-month period, a new survey finds.

03.18.26
Surveys/Studies
PE Deals Demand Sharper Value Creation As Fundraising Lags 4th Straight Year: Report

A new report shows private equity deals require sharper value creation, a clearer, data-backed edge and faster earnings before interest, taxes, depreciation and amortization growth.

03.11.26
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