Surveys/Studies

Surveys/Studies
Institutions Prioritizing Active Management, Foresee Markets Correction In 2026: Natixis

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.

11.20.25
ESG
ESG Momentum Slowing Overall: Study

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.

11.20.25
Surveys/Studies
World’s Top 500 Managers Reach Record $140 Trillion In AUM: Study

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.

11.14.25
Surveys/Studies
Large University Endowment FY25 Returns Driven By AI, Digital Assets

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.

11.05.25
Surveys/Studies
Evolving Discretionary Needs Call For Trusting Relationships, Great Communication: OCIO

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.

10.23.25
Surveys/Studies
Differentiated Vehicles See Continued Success Despite High SMA Redemption Rates: Cerulli

The current environment is seeing separately managed account redemption rates that have surpassed projections, though differentiated vehicles remain slated to succeed.

10.10.25
ESG
ESG Investment Practices See Backlash, But No Abandonment In Sight: Survey

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.

10.09.25
Surveys/Studies
AI’s Growing Role In Hedge Funds, Coexisting With Human Judgment: TIFF

Report finds artificial intelligence advancements have improved how hedge funds invest, but human judgment remains vital to investment decision making.

10.02.25
Surveys/Studies
Long-Term Endowment Portfolios Show No Change In Uncertain Market Environment: Poll

More than one-third of higher education institutions are not making endowment portfolio changes despite the headwinds they face in the current financial environment and the seemingly constant stream of changes.

09.10.25
Surveys/Studies
Community Foundations Outperform Private Foundations For Consecutive Year: Study

Foundations saw their average annual returns land in positive double-digit territory for the second consecutive year as community foundations outperformed private foundations when compared with their peer size group for the second year in a row, a new study found.

09.04.25