Surveys/Studies
Endowments and foundations can optimize their portfolio construction approaches in order to bridge the gap caused by portfolio challenges related to rising interest rates, inflation and muted return expectations, according to a new report.
62% of advisors allocated a majority of their client assets to active management.
One investment manager expects inflation will be higher over the next decade than in the previous one, potentially proving more damaging to investors’ long-term returns, according to a recent report.
Canadian endowments and foundations are looking to real assets and alternatives to continue diversifying their portfolios moving forward, according to a recent study.
Managers looking to target $1 billion-plus institutions need to understand the role that they would play in enhancing the larger portfolios and find ways to add value to them as one of many firms working with the institution, according to a new report from a human behavior and analytics firm.
Over a third of alternatives investors plan to increase their exposure.
A new report from asset management data and research provider Cerulli Associates indicates an anticipated high demand for ESG strategies, especially among public defined benefit plans.
New research finds that many healthcare organizations remain optimistic about their portfolios due to robust market returns despite a volatile year in 2020.
Managers have less confidence in the Federal Reserve delivering its target inflation rate compared to last quarter’s study.
ClearView Fiduciary Alliance has issued an open invitation for all small and mid-sized foundations, endowments and nonprofit organizations to participate in its 2021 Study of Investment Fees for Foundations, Endowments and Nonprofits.
