Surveys/Studies

Insights
Managers Must Differentiate Their Brand To Win New Business In A Post Pandemic World: Webinar

Investment managers must effectively differentiate their brand now more than ever, as institutional investors plan on adding fewer new managers over the next year as a result of the COVID-19 pandemic, according to a recent webinar.

05.06.21
Surveys/Studies
Study On Endowment Governance Practices To Come Later This Year

The governance framework of an institution plays a significant role in its overall success and the lack of quantitative research available on stewardship practices has led a firm’s research and professional development entity to create a new study on endowments’ use of governance, which will be released later this year.

05.06.21
ESG
ESG Performance Measurement Continues To Present Challenge For Investors

A new report showed a lack of consistency makes it difficult to determine which data defines success, despite a slew of information available to investors to measure performance.

04.29.21
Industry News
OCIOs, Managers Can Help Health & Hospital Systems Lacking Resources With Impact Investments

Small and mid-sized systems are expected to move further into launching impact investing funds, as the experience of larger systems continues to build a framework for best practices.

04.29.21
Surveys/Studies
Managers Should Leverage Digital Media For Informative Content Rather Than Communication

Managers should resist the temptation to over-leverage technology when trying to connect with and win new clients, according to a new study.

04.20.21
Surveys/Studies
Investors Expected To Increase Allocations To Cryptocurrencies, Study Shows Long-Term Benefits

Professional investors are expected to increase their exposure to alternative investments, including cryptocurrencies over the next two years, according to a new study.

04.14.21
Industry News
Endowments Provide Financial Stability Despite Disruptions Brought On By COVID-19: Study

Most institutions in a study showed healthy balance sheets.

04.14.21
Industry News
NEPC Sees Diversity Growth Following Policy Adoption: Report

Diverse investment managers on the firm’s focused placement list rose by 45%, the firm said.

04.13.21
Surveys/Studies
Higher Education Trends Toward Consolidating Plan Providers: Survey

As higher education institutions grapple with the financial wellness of their participants in the wake of the COVID-19 pandemic, a new study has discovered that institutions continue to shift toward consolidating retirement plan providers.

04.08.21
Surveys/Studies
Investment Mgrs. Communicating More During Covid: Survey

86% of respondents have maintained or increased the number of meetings held compared to 12 months ago.

04.01.21