Surveys/Studies

Surveys/Studies
Illiquid Alts. Offer Diversification, Returns For DC Plans: Report

Less than 1% of plans offer illiquid alternative investments.

09.30.22
Surveys/Studies
E&Fs Must Bolster Investment Staffs To Support Planned Alts Allocation Increases: Report

Endowments and foundations’ have seen substantial asset growth in recent years, “straining the system, including investment staff, IT, and various support functions,” but 71% of surveyed cios said they did not need to add more personnel.

09.29.22
Surveys/Studies
Healthcare Systems Should Put Defense First: Report

Report compares the relative performance of long-term and short-term investments in different market environments.

09.15.22
Surveys/Studies
Foundations Increased Alts Allocations In 2021, Responsible Investing Momentum Continues: Study

While asset allocations for private and community foundations generally change little from year-to-year, 2021 showed movement particularly among private foundations, according to a recent study.

09.15.22
Surveys/Studies
Healthcare Systems Increase Risk Posture Following Robust 2021 Returns: Survey

Healthcare systems are increasing their risk posture this year after achieving robust returns in 2021 on the back of strong equity markets, a new survey shows.

09.08.22
Surveys/Studies
Consultants Seek New Client Engagement Methods: Report

Consultant relations work has become a challenge in a hybrid work environment.

08.16.22
Trends
From Intention To Action: Nonprofits Show Most Interest In Impact Investments

Nonprofit institutions continue to have a strong interest in impact investments and are the most motivated among a broad group of investors to move from intention to action, according to a recent survey.

08.11.22
Surveys/Studies
Nonprofits Eyeing Larger Pvt. Market Portfolios For Return Boost: Survey

Investors are planning to increase their allocations to private markets to capture higher returns with the help of external partners like outsourced cios.

08.11.22
Surveys/Studies
Private Market ESG Strategies Help Drive OCIO Growth: Survey

Survey finds that outsourced cio support can be crucial in helping institutions achieve their ESG goals.

08.04.22
Surveys/Studies
Community Foundations Increasing Diverse Mgr. Hires: Survey

Community foundations are increasingly hiring or considering hiring diverse managers for their portfolios, according to a recent survey.

07.28.22