Surveys/Studies

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
Trends
Sophistication, Wide Range Of Datasets Leaves Fund Managers To Outsource: Study

Demand for outsourced data services among investment managers is growing as the sophistication of available data sources and the wide range of datasets continues to increase, according to a recent report.

04.14.22
Surveys/Studies
Investors Uneasy About Global Economy, Expect Subpar Returns From U.S. Stock Market: Survey

Most institutional investors expect subpar returns from the U.S. stock market this year amid inflation and concerns regarding the ongoing Russia-Ukraine war, according to a recent survey.

04.07.22
Surveys/Studies
Diverse-Owned Firms Three Times More Likely To Lead Diverse Teams: Study

Asset management firms owned by women and people of color are at least three times more likely to employ diverse teams when compared to firms led primarily by white men, according to a new study.

04.06.22
Surveys/Studies
Pension Funds To Reduce Bonds Exposure: Study

Nearly half of pension funds and institutions plan to cut fixed-income exposure by between 10% and 15%.

03.29.22
Emerging/Diverse Managers
Investors Interest In Diverse Managers Not Reflected In Hires: Poll

Investors need more education or policy frameworks to implement this approach, according to the firm.

03.24.22
Surveys/Studies
Students Increasing Pressure On Endowments To Divest From Fossil Fuels: Report

Students and university trustees differ on understandings of what endowments represent, but integration of ESG strategies could reconcile them.

03.24.22
Trends
OCIO Growth Result Of Personnel Departures, Investment Complexity, ESG Implementation: Report

The outsourced cio sector is growing as a result of the turbulence caused by the COVID-19 pandemic and ensuing reverberations and uncertainty in the markets, according to a recent report.

03.17.22
ESG
SRI, ESG Adoption at College- And University-Affiliated Foundations Lags Interest: Study

College- and university-affiliated foundations’ future use of SRI and ESG strategies could be potentially affected by student pressure.

03.10.22