Surveys/Studies
Managers Must Adapt Content To Maintain Relationships, Grow Market Share: Report

Nonprofits consume more information than ever before, with 80% of those institutions seeking content from managers directly.

04.27.23
Surveys/Studies
Opportunities To Improve Endowment Returns May Come As Private Markets Reset: Consultant

Smaller endowments should reassess their portfolios to incorporate private equity as opportunities for greater returns arise.

04.19.23
Surveys/Studies
Alternative Data Increasingly Important For Institutions To Generate Alpha: Study

A study finds that 96 of the 100 active investment managers and analysts currently use alternative data to support their strategies.

04.12.23
Surveys/Studies
Institutions Must Explore Investments At Intersection Of Gender & Climate Finance: Report

Women have access to only 3% of bank loans globally, which limits their ability to adapt to climate change and develop innovative solutions across sectors.

04.06.23
Venture Capital
Funding Females Can Move Needle On Lack Of Gender Equity In VC Space: Women’s History Month

The venture capital space is taking steps to ensure more progress is being made toward backing women-owned and led funds and Women’s History Month is highlighting some of the efforts being made to increase the representation and role of women in the space – but there is still a long way to go.

03.30.23
Surveys/Studies
Independent Schools’ Average Annual Return Takes Sharp Year-Over-Year Dip, Larger Endowments Benefit: Study

While the negative fiscal year 2022 return hurt longer-term performance, good returns from prior years helped to mitigate the impact, according to the study.

03.23.23
Trends
VC Space Opens Up On SVB Fallout, Concern For Specialized Banks

Venture capital investors are expressing concern over the support for specialized banks that have provided numerous resources to the industry in light of the recent collapse of Silicon Valley Bank.

03.21.23
Surveys/Studies
Short-Duration Benefits Healthcare Systems In High Rate Environment, But Caveats Exist: Report

Given available yields in short rates and “superior” liquidity in the current high interest rate environment, healthcare systems can benefit from allocating new funds to short-term tiers, according to a recent report.

03.15.23
Surveys/Studies
Institutions Cautiously Optimistic Toward Future Performance:  Survey

Institutions are not as pessimistic about future economic performance as they were last year and their sentiments have shifted to cautious optimism, according to a recent survey.

03.09.23
Surveys/Studies
Institutions Should Resist The Urge Of Trying To Time The Markets: Report

The Staying Fully Invested paper offers historical perspective in an effort to help institutions stay the course through bear markets.

03.02.23