Surveys/Studies
Institutional investors indicated that rising rates and a recession will increase the importance of fixed-income within portfolios after years of low yields.
Private assets, ESG and Chinese equity will help endowments and foundations garner strong returns over the long term without missing opportunities in the short term, according to a new report.
Institutional investor incorporation of ESG into investment decision-making processes was down year-over-year, however, foundations and endowments integrated ESG at the highest rate, according to a recent survey.
The managers are looking to drive continued inflows and be better positioned for the future through their performance, product development and regulatory compliance.
Corporate and healthcare pension plan sponsors agree that combating inflation and rising interest rates are among the biggest risks to markets over the next year, according to a recent survey.
While diversity, equity and inclusion investments garner attention from the broader industry, U.S. venture capital firms have dedicated less than 2% of their assets to DEI investments, a new study finds.
The domestic equity manager’s report finds that missing key days of growth has a disproportionate impact on long-term portfolio performance.
Foundations and endowments engaging with investment consultants are increasingly looking for their advisors to take on more responsibility across their portfolios and act like an outsourced cio, according to a recent survey.
U.S. public pension plans emerged from the global financial crisis battered, but better-prepared to weather future crises, according to a new report.
The institution has released its third annual Diversified Returns report and found that the number of substantially diverse firms surveyed declined, while the number of majority diverse firms remained static year-over-year.