Trends
Women In Private Credit Face Underrepresentation Despite Growing Asset Class Demand: Women’s History Month

Private credit has recently sparked increased demand among the institutional investment industry and although barriers remain for females wanting to make progress in the growing asset class, Women’s History Month provides a platform to commemorate and celebrate the wins and connections women have made.

03.27.25
Consultant/OCIO/Discretionary
OCIO Solutions Provider Builds New Framework For Fee, Investment Performance Evaluations

An independent forum for investment solutions providers and their partners has created a new holistic value measurement framework for evaluating outsourced cios, investment consultants and advisors to move beyond traditional performance and fee assessments, according to a new report.

03.26.25
Surveys/Studies
Institutions Increase Demand Around Responsible Investing Transparency: Study

More than half of institutional investors are requiring or plan to require asset managers to provide portfolio-level exposure to financially material environmental, social and governance risks along with impact and thematic reporting, according to a recent study.

03.13.25
5 Questions
5 Questions With Steve Foresti, Senior Advisor Of Investments At Wilshire  

Foresti supports the management of Wilshire’s investment platform and leads its research efforts, including strategic investment and asset allocation research.

03.10.25
Surveys/Studies
Target-Date Funds Remain Dominant Retirement Investment Vehicles Among DC Plans: Survey

Defined contribution plans are increasingly favoring passive management for the target date fund strategies.

03.07.25
Surveys/Studies
Size Matters: U.S. Large-Cap Stocks Outperform Small-Caps In 2024 Active Manager Review

Differences in return from a size perspective were meaningful in 2024 among U.S. equity universes.

03.06.25
Industry News
Private Equity Funds To Make Majority Investment In First Eagle

Private equity funds managed by Genstar Capital have agreed to make a majority investment in independent, privately owned firm First Eagle Investments.

03.03.25
Surveys/Studies
Transparency Reigns As Majority of E&Fs Hold Sustainable Investment Polices: Report

A sustainable and impact investing assessment found that the majority of surveyed endowments and foundations, 93%, have sustainable investing policies and practices in place with 73% having “sophisticated” or “robust” measures.

02.26.25
Surveys/Studies
Fixed-Income Hedge Funds Gain Traction Among Global Investors: Study

New research finds fixed-income hedge funds are growing in popularity among global institutions that seek higher yields without liquidity.

02.25.25
Surveys/Studies
Independent Schools See Strong Returns For Second Consecutive Year As Smaller Endowments Outperform: Study

Independent schools’ endowments generated strong performance for the second year in a row as the smaller institutions outperformed their larger peers, according to a new study.

02.20.25