Surveys/Studies
Institutions’ ESG Interest, Adoption Shows Growth Over Last Decade

Institutional investor interest in and adoption of ESG factors has increased in the last decade, a new survey finds.

11.04.24
Surveys/Studies
Responsible Investing Impacted By Politics: Cerulli

Political pressure has deterred 10% of asset owners from continuing to incorporate ESG considerations into their investment decisions as 34% of the institutions find responding to the backlash time consuming and costly, 24% of them fearing litigation and 14% feeling pressure from stakeholders, new research shows.

10.31.24
Insights
Avoid Portfolio Adjustments Based On Unpredictable U.S. Presidential Election

Institutional investors may be keen to make portfolio adjustments with the U.S. presidential election just a week away, but the industry finds it best to avoid making decisions based on polling predictions and market volatility.

10.29.24
Surveys/Studies
Large Endowments Represent Best Opportunity For Managers: Report

Traditional asset managers looking to capture the growth of the endowment institutional channel will need to be highly targeted in their approach for winning mandates as new research finds large endowments with more than $1 billion in assets under management represent the best opportunity.

09.18.24
Alternatives
Elite Endowments Pressured By Illiquid PE Market Where Allocations Are Unfunded: Analysis

A new study shows roughly a quarter of Ivy League or elite endowments’ private equity allocations are unfunded, meaning the institutions may need to rely on their liquid holdings within public stocks and bonds.

09.11.24
Surveys/Studies
Improved 2023 Market Environment Leads Foundations To Produce Higher Returns: Study

Foundations’ returns rose in 2023 at rates similar to the sharp declines seen during the unfavorable market environment of 2022 and in a reversal from last year, community foundations reported relatively higher returns than their private foundation peers in 2023, a new study finds.

09.05.24
People Moves
Southeast University Makes Finance Office Leadership Changes

The institution added a senior v.p. and cfo along with other senior level positions recently.

08.22.24
Trends
Q2: Co-Investment Opportunities Trending In Slow Fundraising Environment

Private markets co-investments have seen a steady uptick as they provide a unique opportunity for institutional investors to become better acquainted with managers, especially in today’s slow fundraising environment where GPs have motive to expand their offerings.

08.13.24
Emerging/Diverse Managers
Pvt. Markets Managers Must Be Accountable, Reduce Bias For DEI Progress: Report

Fund managers are increasingly demonstrating strategic advantages in the long-term success and financial performance that their organizations experience when focused on DEI, while also addressing barriers to progress in the funding of underrepresented women and people of color.

07.31.24
Credit/Private Debt
Opportunity Set Growing In Private Credit, Other Alternative Asset Classes: Webinar

Private credit’s increasing popularity makes for opportunity for investors as the alternatives market is expected to grow, according to a recent webinar.

07.31.24