Surveys/Studies
Institutional investor interest in and adoption of ESG factors has increased in the last decade, a new survey finds.
Political pressure has deterred 10% of asset owners from continuing to incorporate ESG considerations into their investment decisions as 34% of the institutions find responding to the backlash time consuming and costly, 24% of them fearing litigation and 14% feeling pressure from stakeholders, new research shows.
As potential flashpoints around the world weigh heavy on the minds of global institutional investors, many still expect to capitalize on the volatility stirred up by political trends in the long run.
Traditional asset managers looking to capture the growth of the endowment institutional channel will need to be highly targeted in their approach for winning mandates as new research finds large endowments with more than $1 billion in assets under management represent the best opportunity.
The “overwhelming majority” of LP participants in a recent survey planned to either increase or maintain their allocation to alternative investments in the next year.
A new study shows roughly a quarter of Ivy League or elite endowments’ private equity allocations are unfunded, meaning the institutions may need to rely on their liquid holdings within public stocks and bonds.
Foundations’ returns rose in 2023 at rates similar to the sharp declines seen during the unfavorable market environment of 2022 and in a reversal from last year, community foundations reported relatively higher returns than their private foundation peers in 2023, a new study finds.
Asset managers are taking advantage of the growing rate of independent and hybrid registered investment advisor channels by enhancing their coverage model and expanding their menu services to fit the needs of the largest RIAs.
Fund managers are increasingly demonstrating strategic advantages in the long-term success and financial performance that their organizations experience when focused on DEI, while also addressing barriers to progress in the funding of underrepresented women and people of color.
Institutional investors are focused on the long-term capabilities and expertise of a manager when making selections for an investment mandate.