Trends
Currency Hedging & The U.S. Dollar: An Opportunity

The relative strength of the U.S. dollar in recent months has industry experts feeling it is an opportune time for some institutions to expose their portfolios to currency hedging.

11.21.22
Surveys/Studies
Plan Sponsors Admit Inflation, Interest Rates Are Biggest Concerns For Markets: Survey

Corporate and healthcare pension plan sponsors agree that combating inflation and rising interest rates are among the biggest risks to markets over the next year, according to a recent survey.

11.17.22
Surveys/Studies
VC Space Must Pivot Toward DEI Investments, Women & Minority Managers: Report

While diversity, equity and inclusion investments garner attention from the broader industry, U.S. venture capital firms have dedicated less than 2% of their assets to DEI investments, a new study finds.

11.17.22
Industry News
Inflation, Interest Rates Present Biggest Risks To Markets: NEPC Study

Corporate and healthcare pension plan sponsors agree that combating inflation and rising interest rates are among the biggest risks to markets over the next year, according to NEPC’s latest survey.

11.16.22
Trends
Q3 2022: Private Credit Hires Remain Constant As Opportunities Persist

Private credit remains an attractive investment opportunity for institutional investors as manager hires remained consistent in the third quarter, FIN Searches data shows.

11.14.22
Industry News
Institutions Must Hedge Against Tail Risks In Uncertain Times: Study

Many institutions are not prepared for rare and unexpected tail risks that keep them up at night such as an unexpected liquidity crunch or a cyberattack, but investors can hedge against these risks to prepare for the worst, a new study finds.

11.10.22
Trends
Existing Managers Have Allocator Attention, Identifying Core Tasks: Study

Asset allocators are now spending more time meeting with existing managers than they were in 2020, according to a new study.

11.03.22
Trends
Keeping A Record: Managers Must Archive Communications To Avoid SEC Fines

Investment managers can avoid fines by making sure their employees use applications that archive communications while also maintaining appropriate policies and procedures for staff compliance, according to law firm Troutman Pepper.

11.02.22
Trends
Seeds of Returns: Farmland And Timber Interest Increases As Investors Seek Inflation Hedge

Long-term real assets strategies like agriculture/farmland and timberland are beginning to garner renewed interest from institutional investors as inflation continues to impact the economy.

09.27.22
Surveys/Studies
Foundations Increased Alts Allocations In 2021, Responsible Investing Momentum Continues: Study

While asset allocations for private and community foundations generally change little from year-to-year, 2021 showed movement particularly among private foundations, according to a recent study.

09.15.22