Surveys/Studies

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
Emerging/Diverse Managers
Foundations Increasing Investment, Disclosure Into Diverse Mgrs. Yet Work Remains: Study

Foundations continue to be the leaders of the institutional investment space when it comes to investing with diverse- and women-owned firms as 30 of the top 55 largest foundations collectively invest more than $11 billion with diverse-owned managers, yet work remains as 14 elected not to disclose any data including diversity statistics, according to a study.

09.30.21
Surveys/Studies
OCIO Search Consultants See Activity Increase As Institutions Focus On Discretionary Services: Survey

Search consultants saw a slight increase in discretionary and non-discretionary advisory search activity in 2020 and more than half expect their searches to increase over the next year with nonprofits expected to be the top segment driving growth.

09.30.21
Surveys/Studies
Strong Board Networks Possess Greater ESG Results For Investor Portfolios: Survey

An increase in board engagement on ESG issues reflects the growing importance of ESG to companies and their investors.

09.30.21