Surveys/Studies

Surveys/Studies
Transparency Reigns As Majority of E&Fs Hold Sustainable Investment Polices: Report

A sustainable and impact investing assessment found that the majority of surveyed endowments and foundations, 93%, have sustainable investing policies and practices in place with 73% having “sophisticated” or “robust” measures.

02.26.25
Surveys/Studies
Fixed-Income Hedge Funds Gain Traction Among Global Investors: Study

New research finds fixed-income hedge funds are growing in popularity among global institutions that seek higher yields without liquidity.

02.25.25
Surveys/Studies
Independent Schools See Strong Returns For Second Consecutive Year As Smaller Endowments Outperform: Study

Independent schools’ endowments generated strong performance for the second year in a row as the smaller institutions outperformed their larger peers, according to a new study.

02.20.25
Surveys/Studies
Smaller Endowments Outperform Larger Peers For Second Consecutive Year: Study

Smaller college and university endowments outperformed their larger peers for the second year in a row, according to the National Association of College and University Business Officers’ 51st annual study of endowments.

02.12.25
Surveys/Studies
Unclear Marketplace Reporting Leads Toward Creating OCIO AUM Industry Standard

One consulting firm is making strides to create an industry standard for the rapidly growing yet underreported outsourced cio space.

01.29.25
Surveys/Studies
U.S. Equity Exposure Again Drives Smaller Endowment Outperformance: Consultant

Performance of the largest endowments generally trailed that of their smaller counterparts for the second year in a row due to a lack of exposure to the U.S. equity markets and large technology companies, according to new research from an investment consultant.

01.23.25
ESG
Sustainable Investment Market Expected To Grow In U.S. In Coming Years: Study

The recent report surveyed more than 250 managers and institutions using sustainable investment strategies.

01.16.25
Surveys/Studies
E&Fs Express Increased Interest In Responsible Investing: Study

Endowments and foundations have increased their interest in responsible investing practices despite expressing less concern about the economic backdrop, according to the preliminary results of an annual study.

12.18.24
Surveys/Studies
Real Assets Funds Can Stir Up Competitive Searches Through Friendlier Fees, Terms

Managers are launching new open-end real assets funds as competition is increasing in most strategy types and firms that offer more investor-friendly fees and terms can be more competitive in searches, according to a new study.

12.12.24
Surveys/Studies
Managers Must Employ New Marketing Strategies To Effectively Target Consultants: Cerulli

Manager research teams must work harder and tailor their marketing approaches in order to gain attention and win assets from consultants in a changed investment environment, a new study finds.

11.27.24