Surveys/Studies
A shifting institutional landscape is forcing asset managers to adjust their distribution tactics, according to Cerulli Associates’ most recent report.
Wealth and asset management firms are advancing in AI, which a new global study finds will revolutionize the sectors and transform how they operate, serve clients and generate value.
Heavy concerns about market volatility and political risks have led endowments and foundations to increase their allocations to private markets programs and diversify their portfolios in response, a new study finds.
Markets are due for a correction in 2026 after three consecutive years of double-digit returns on most indexes, with a new study finding many institutions are favoring active strategies.
Momentum surrounding environmental, social and governance efforts has slowed in the last two years among managers providing data to a recent study from an investment consulting firm.
The world’s 500 largest asset managers have reached a record $140 trillion in total assets under management, which new research finds is driven by North America and a shift to passive investments.
Artificial intelligence investments and digital assets are driving outperformance for large university endowments, which reported fiscal year 2025 returns around 11% or 12% on average.
Two leaders of the outsourced cio practice at an institutional advisory firm are seeing the importance of communicating and building trust in relationships with both clients and staff, particularly as their investment needs evolve.
The current environment is seeing separately managed account redemption rates that have surpassed projections, though differentiated vehicles remain slated to succeed.
Pushback on ESG practices has been growing for several years, but a large-scale abandonment of the investment practices has yet to emerge and seems unlikely, a new study finds.