Surveys/Studies
North American institutional investors are expressing strong confidence in active management and taking a holistic approach to portfolio construction to combat market uncertainty, according to a new survey.
Endowments and foundations’ allocations to alternatives have surpassed domestic equity as the largest institutional allocation, while liquidity management and portfolio resilience have become important portfolio themes, according to a recent study.
The registered investment advisor channel is expected to surpass $4 trillion in assets over the next decade as market consolidation continues to accelerate, according to a new report from Cerulli Associates.
Institutions with less than $250 million in endowment assets generated positive long-term returns in fiscal year 2025 and outperformed the same subset of institutions by 70 basis points or more year-over-year.
The firm has launched its annual endowment and foundation survey as it looks to detail how nonprofits are approaching investments, governance, fundraising and the use of AI.
A new study finds nonprofits are deploying artificial intelligence in asset management for automation and monitoring purposes.
Institutional investors prioritize stable investment teams and open communication in addition to consistent performance when evaluating managers.
Defined contribution plan sponsors are shifting their focus back to plan governance and process in an effort to navigate a challenging climate, according to a new survey from investment consulting firm Callan.
The latest survey from an investment consultant found a growing gap between revenue and expenses at endowments from fiscal year 2024 to 2025.
Canadian outsourced cio and custom solutions grew by 8% overall in 2025 compared to the 16% global outsourced cio growth rate.
