Surveys/Studies
Faith-based investments offer an untapped opportunity for advisors to better understand the needs of investors, where one registered investment adviser’s new research finds a mismatch in the awareness and usage of the strategies.
A report reminds managers, outsourced cios and solutions providers that communication is key as “clients want to know their asset manager is thinking of them and is on the job.”
Cross-border trade between Mexico and the U.S. and inflows of copper-related products stand to continue despite tariff volatility, opening up opportunities for investors.
A new survey finds institutional investors remain optimistic about private markets and alternative asset classes’ ability to buoy their portfolio despite economic uncertainty.
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.