Surveys/Studies

Surveys/Studies
VC Space Must Pivot Toward DEI Investments, Women & Minority Managers: Report

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.

11.17.22
Surveys/Studies
Investors’ Patience Helps Capture Long-Term Compounding, Substantial Growth: Report

The domestic equity manager’s report finds that missing key days of growth has a disproportionate impact on long-term portfolio performance.

10.20.22
Surveys/Studies
Institutional Investors Anticipate Increased Role For Advisors

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.

10.13.22
Surveys/Studies
Great Recession Left Public Pensions Better-Prepared For Crises: Report

U.S. public pension plans emerged from the global financial crisis battered, but better-prepared to weather future crises, according to a new report.

10.07.22
Surveys/Studies
Western University’s Substantially Diverse Investment Partners Figure Down: 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.

10.04.22
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