Surveys/Studies

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
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