Surveys/Studies
Managers Focused On Core Capabilities, Outsourcing For Growth: Study

Many asset managers are reassessing where they can create the greatest value and where strategic partners can help support their growth, a new study finds.

09.23.26
Surveys/Studies
AI To Augment Advisors, Enable Firms To Expand Services & Grow Investment: Study

Artificial intelligence is being deployed increasingly by wealth management firms to enhance advisor productivity while growing advisor headcount, new research reveals.

09.16.26
Surveys/Studies
Foundations See Longest Streak Of Double-Digit Returns In Nearly 15 Years: Study

A new report found that foundations saw double-digit returns for the third consecutive year, marking the longest such streak in one study’s history.

08.19.26
Surveys/Studies
Outsourcing Saves Time, Helps Advisors Deliver Better Investment Solutions

A new study finds that the time saved through outsourcing creates capacity for higher-value work.

08.12.26
Trends
Q2 2026: Perpetual Evergreen Fund Structures See Growth, Enduring Activity With Institutions

Evergreen funds have seen tremendous growth and interest in recent years, which the industry anticipates will continue as data entered in the second quarter of the year showed an uptick in commitments to these perpetual investment vehicles that provide institutions with positive attributes.

08.11.26
Surveys/Studies
AI Viewed By Strategists As Longer-Term Investment Opportunity: Study

Most investment strategists think artificial intelligence will be a key factor that drives market performance in the second half of 2026 despite headwinds and ongoing uncertainty, a new report finds.

07.22.26
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