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
Trends
Global PE Values Key Driver Of Private Markets Growth In Coming Years: Analysis

Private markets funds are set for 70% growth by the year 2030 with private equity expected to be a key driver of that expansion, according to a recent analysis.

10.16.25
Surveys/Studies
Differentiated Vehicles See Continued Success Despite High SMA Redemption Rates: Cerulli

The current environment is seeing separately managed account redemption rates that have surpassed projections, though differentiated vehicles remain slated to succeed.

10.10.25
ESG
ESG Investment Practices See Backlash, But No Abandonment In Sight: Survey

Pushback on ESG practices has been growing for several years, but a large-scale abandonment of the investment practices has yet to emerge and seems unlikely, a new study finds.

10.09.25
Surveys/Studies
AI’s Growing Role In Hedge Funds, Coexisting With Human Judgment: TIFF

Report finds artificial intelligence advancements have improved how hedge funds invest, but human judgment remains vital to investment decision making.

10.02.25
Surveys/Studies
Long-Term Endowment Portfolios Show No Change In Uncertain Market Environment: Poll

More than one-third of higher education institutions are not making endowment portfolio changes despite the headwinds they face in the current financial environment and the seemingly constant stream of changes.

09.10.25
Surveys/Studies
Community Foundations Outperform Private Foundations For Consecutive Year: Study

Foundations saw their average annual returns land in positive double-digit territory for the second consecutive year as community foundations outperformed private foundations when compared with their peer size group for the second year in a row, a new study found.

09.04.25
Surveys/Studies
Mission-Aligned Investors Need Not Sacrifice Returns: Report

Institutional investors can combat the narrative surrounding mission-aligned investments through aligning financial assets alongside strategic purpose without sacrificing returns, according to a newly released report.

08.13.25
Reprint
Q2 2025: Strong Fundraising Environment Boosts Resilient Private Infrastructure Space

Commitments to the private infrastructure fund market ticked up amid a stronger fundraising environment as institutions seek strategies that offer inflation protection and stability.

08.11.25
Trends
Q2 2025: Strong Fundraising Environment Boosts Resilient Private Infrastructure Space

Commitments to the private infrastructure fund market ticked up amid a stronger fundraising environment as institutions seek strategies that offer inflation protection and stability.

08.11.25