Surveys/Studies
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.
Even if they generate a positive overall return, new research finds that a majority of U.S. pension funds are not on track to hit their assumed rates of return for 2023.
Rethinking workplace models without sacrificing culture, addressing investments in technology and customizing product offerings will earn success this year.