Surveys/Studies

Surveys/Studies
Museums With Long Road To Reach Impact Investment Adoption Of E&Fs: Survey

Only 13% of museums in the U.S. are engaged in impact investing, compared to 47% of college and university endowments and 51% of foundations.

07.21.22
Surveys/Studies
Asset Mgrs. Seek Efficiency, Cost Control & Accuracy: Survey

The survey included responses from ceos, cios and directors of operations from 300 asset managers with $500 billion in assets under management or less.

07.20.22
Surveys/Studies
Fixed-Income Mgrs. Expect Persistent Inflation: Survey

No bond or currency managers expect inflation to fall below the Federal Reserve’s target in the next 12 months.

07.11.22
Surveys/Studies
U.S. Corporate Pension Funded Status Fell In Q2: Study

The average U.S. corporate pension funded status fell to 98.5% from 102.5% in the second quarter.

07.01.22
Surveys/Studies
Majority Of Largest Endowments Lack Diversity Transparency As Participating Funds Show Gains: Study

All participating institutions had more than 5% of their U.S.-based assets with diverse-owned firms, however, more than two thirds of the wealthiest 25 private and 25 public college and university endowments refused to participate in an assessment of the diversity of their asset managers.

06.30.22
Surveys/Studies
Institutional Investors See Opportunities In EM Fixed-Income: Study

Investors look to emerging markets fixed-income for diversification and ESG prospects.

05.20.22
Surveys/Studies
Net-Zero Demand Outpaces Available Products: Report

As institutional investors increasingly embrace ESG investing and net-zero carbon emissions goals, suitable investment options have not kept pace, according to a recent report.

05.19.22
Surveys/Studies
Endowments & Foundations Accelerate Digital Asset Investment: Survey

Digital assets have emerged as a major area of focus for institutional investors with over 80% of endowments and foundations expecting to increase their investments in cryptocurrencies and other digital assets this year, according to a recent survey.

05.12.22
Surveys/Studies
Endowments Can Obtain Alpha By Using Time-Tested Elements: Study

Institutions will attain alpha if they use equities as the cornerstone of their portfolios, alternative investments in a research-driven, intelligent way and pick public market managers using a set of key characteristics.

04.28.22
Surveys/Studies
Executives Optimistic On ESG, SRI Investing: Survey

But some have reservations about ESG, with 75% noting that ESG mutual funds often contain companies that they do not consider socially or environmentally responsible.

04.27.22