Institutional investors are focused on the long-term capabilities and expertise of a manager when making selections for an investment mandate.
Global recession should be avoided in 2024 as global growth will be in line with consensus expectations across major regions, according to a recent investment manager’s survey.
The firm entered into a partnership with an alternative investment manager and consulting firm, which will become investment advisor for its covered call and equity strategy.
As cio, Brad leads the firm’s investment strategy and research efforts. He is also chair of the investment committee and a member of the discretionary committee, research forum, capital markets team and mission-aligned investing committee.
Despite the venture capital space setting records with an increased number of Black-owned funds, challenges remain for these underrepresented managers such as bias and a lack of access, which leaves institutional allocators seeking ways to address the barriers.
Community foundations continue to show interest in private investments as they look to increase their allocations to the strategies, while the number that they have an outsourced cio model increased from last year.
A consulting firm increased the number of diverse managers in institutional client portfolios to 331 in 2023 from 285 in 2022, 270 in 2021 and 190 in 2020.
A large segment of investment managers intends to prioritize and change its product strategy in the next two years with the understanding that they need to combat data challenges to meet the evolving needs of investors, a new study finds.
With limited hours in the day, timing is important for allocators to be conscious of when seeking new firms, while emerging managers can benefit from knowing one’s audience, according to a recent webinar.
Publicly-traded large-cap companies continue to garner the attention of media and investors, but allocator interest is beginning to look down market to the small-cap sector.