Surveys/Studies

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
Surveys/Studies
Post-Election Analysis Predicts Shift In SEC Priorities

Transition to the Trump administration will impact the regulatory landscape for investment managers, according to a new post-election analysis.

11.21.24
Surveys/Studies
Institutions’ ESG Interest, Adoption Shows Growth Over Last Decade

Institutional investor interest in and adoption of ESG factors has increased in the last decade, a new survey finds.

11.04.24
Surveys/Studies
Responsible Investing Impacted By Politics: Cerulli

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.

10.31.24
Surveys/Studies
Geopolitics Emerge As Most Pressing Investment-Related Threat, But Also Opportunity Set: Report

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.

09.25.24
Surveys/Studies
Large Endowments Represent Best Opportunity For Managers: Report

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.

09.18.24
Surveys/Studies
Majority Of LPs Plan To Increase Alts Allocations: Survey

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.

09.13.24
Alternatives
Elite Endowments Pressured By Illiquid PE Market Where Allocations Are Unfunded: Analysis

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.

09.11.24