Surveys/Studies
An independent forum for investment solutions providers and their partners has created a new holistic value measurement framework for evaluating outsourced cios, investment consultants and advisors to move beyond traditional performance and fee assessments, according to a new report.
More than half of institutional investors are requiring or plan to require asset managers to provide portfolio-level exposure to financially material environmental, social and governance risks along with impact and thematic reporting, according to a recent study.
Defined contribution plans are increasingly favoring passive management for the target date fund strategies.
Differences in return from a size perspective were meaningful in 2024 among U.S. equity universes.
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.
New research finds fixed-income hedge funds are growing in popularity among global institutions that seek higher yields without liquidity.
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.
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.
One consulting firm is making strides to create an industry standard for the rapidly growing yet underreported outsourced cio space.
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.