Surveys/Studies
Community foundations are increasingly hiring or considering hiring diverse managers for their portfolios, according to a recent 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.
The survey included responses from ceos, cios and directors of operations from 300 asset managers with $500 billion in assets under management or less.
No bond or currency managers expect inflation to fall below the Federal Reserve’s target in the next 12 months.
The average U.S. corporate pension funded status fell to 98.5% from 102.5% in the second quarter.
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.
Investors look to emerging markets fixed-income for diversification and ESG prospects.
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.
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.
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.