Surveys/Studies

Surveys/Studies
Asset Mgrs. Taking Active Role On ESG In Portfolio Companies: Survey

Asset managers are taking a more active role on ESG issues with companies in their portfolios to influence potential outcomes such as greater transparency, improved behaviors and reduced uncertainty and risk, according to a recent survey.

11.24.21
Surveys/Studies
Endowments Eyeing Diverse-Owned Mgrs., ESG & Impact Investing: Survey

Many endowments plan to increase their allocations to diverse-owned managers and make ESG and impact investing a priority next year, according to a new survey.

11.18.21
Surveys/Studies
Institutional Investors See Expenses Fall: Survey

Institutional investors paid an average of 54.2 basis points for total fund expenses in 2020.

11.15.21
Surveys/Studies
CalPERS IC Less Satisfied With Consultant Performance: Survey

Investment committee members reported a drop in satisfaction with consultant performance across three different strategies.

11.12.21
Surveys/Studies
Investor Interest In Adopting ESG Ascends To New High: Survey

Institutional investor interest in incorporating ESG factors into their investment decision making has reached an all-time high, according to a recent survey.

11.10.21
Surveys/Studies
Nonprofits To Rely On Investments, Fundraising For Revenues In Wake Of Pandemic: Study

Nonprofits are increasingly looking toward illiquid investments and fundraising for income due to downward pressure on their operating revenues as a result of the COVID-19 pandemic, according to a recent survey.

11.10.21
Emerging/Diverse Managers
Commonfund Inaugural DEI Report Finds Progress, Work Remaining

A Northeastern asset management and advisory firm has increased its allocations to diverse managers to 3% of assets under management as of June 30 compared to 2.1% in 2016, according to its inaugural Diversity, Equity And Inclusion Report.

11.04.21
Whitepapers
Investors Expand Approach To Promote Diversity In Asset Mgmt. Space: Report

Foundations and endowments are broadening their approach to promoting diversity and inclusion beyond hiring diverse-owned asset managers, according to a new report.

11.04.21
Surveys/Studies
White Asset Owners More Likely To Fear Choice Between Diversity, Profits: Survey

The poll of large U.S. asset owners found that 70% of white asset owners either somewhat or strongly agree that promotion of diversity comes at the expense of growth.

10.22.21
Surveys/Studies
Institutional Investors Continue To Emphasize ESG In Investment Processes: Survey

Nonprofits and other investors ranked anti-corruption as top ESG concern for the second consecutive year.

10.14.21