Surveys/Studies
Poor 2022 Public Market Returns Drop U.S. Foundation Assets: FoundationMark

U.S. foundation assets fell nearly $250 billion in 2022 and are now at their lowest level since December 2018.

01.25.23
Surveys/Studies
Greater Alts. Allocations Help Mega Endowments Rise Above Smaller Peers: Report

Mega endowments continue to outpace their smaller peers despite the challenging market environment due in part to greater allocations to diversifying alternative asset classes, according to a recent report.

01.19.23
Profiles
MiddleGround Bucks Private Equity Industry Trend With Year-End Break

Private equity firm MiddleGround Capital is meeting its employees where it counts on cultivating a work/life balance.

01.17.23
Surveys/Studies
Fragile U.S. Pension Funds Not On Track To Meet Investment Return Targets: Report

Even if they generate a positive overall return, new research finds that a majority of U.S. pension funds are not on track to hit their assumed rates of return for 2023.

01.13.23
Surveys/Studies
Strong Leadership, Firm Culture, Digital Transformation Investment Shape Manager Success: Deloitte

Rethinking workplace models without sacrificing culture, addressing investments in technology and customizing product offerings will earn success this year.

01.12.23
Surveys/Studies
Regulatory Responses Shape ESG Landscape Following Tumultuous Year For Investors: Report

Report identified emerging risks and key themes to comprehend the challenges and opportunities that corporations and investors may face.

01.05.23
Surveys/Studies
Unintended Investment Outcomes Result In Hidden Portfolio Risk For Institutions: Study

Main problems commonly cited by institutions were underperformance and outcomes that differ from the intended result, according to the report.

12.21.22
Surveys/Studies
Investment Orgs.’ Appetite For Alternative Data Set To Grow Rapidly: Study

Legal firm’s investment management group found market for alternative data has become mainstream but also has room for growth.

12.15.22
Trends
Institutions Reevaluating Exposure To Chinese Equities Amid Market Uncertainties

Institutions have begun to reevaluate their investment in the world’s second largest economy as they weigh a multitude of factors related to either increasing or reducing their exposure, including geopolitics, diversification and market uncertainties.

12.14.22
Surveys/Studies
Managers Increase Product Offerings To Set Themselves Apart Ahead Of Market Uncertainties: Study

The managers are looking to drive continued inflows and be better positioned for the future through their performance, product development and regulatory compliance.

12.01.22