Surveys/Studies
Institutions are not as pessimistic about future economic performance as they were last year and their sentiments have shifted to cautious optimism, according to a recent survey.
A new survey showed that many nonprofit investors expect to increase their allocations to alternative assets this year for diversification benefits and to increase portfolio performance.
The Staying Fully Invested paper offers historical perspective in an effort to help institutions stay the course through bear markets.
Higher education endowments’ average investment return was down sharply in the 2022 fiscal year ending June 30 reflecting a sudden entry into the long-anticipated low-return environment, according to a recent study.
U.S. colleges and universities’ adherence to ESG principles is growing as institutions have increased their commitment to ESG in their investments policies and portfolios, while others are considering incorporating policies, according to a recent study.
Stubborn levels of inflation and other factors like changing dynamics of geopolitics and global trade will make actively managed equities essential to navigating the market environment, according to a new survey.
Social justice funds addressing diversity, equity and inclusion are gaining traction with a growing base of institutional investors, leading asset managers to develop and offer solutions that invest in companies and communities that support people of diverse backgrounds.
Institutional investor engagement in sustainable and impact investing has experienced 80% growth since 2018, new research finds.
U.S. foundation assets fell nearly $250 billion in 2022 and are now at their lowest level since December 2018.
Mega endowments continue to outpace their smaller peers despite the challenging market environment due in part to greater allocations to diversifying alternative asset classes, according to a recent report.
