Surveys/Studies

Industry News
Inflation Risk Will Impact Institutional Portfolios

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.

08.25.21
Surveys/Studies
Canadian E&Fs Increase Alts. Allocations, Shift To Outsourced CIO Model And Make Progress In ESG

Canadian endowments and foundations are looking to real assets and alternatives to continue diversifying their portfolios moving forward, according to a recent study.

08.19.21
Trends
Managers Must Know Their Role When Working With $1 Billion-Plus Nonprofits And Pensions

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.

08.12.21
Surveys/Studies
Alts. Investors Remain Bullish On Private Credit: Survey

Over a third of alternatives investors plan to increase their exposure.

07.23.21
Surveys/Studies
Public Pensions Rank To Help Drive Near Future ESG Demand

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.

07.22.21
Surveys/Studies
Healthcare Organizations Optimistic About Portfolios Despite Volatile 2020: Survey

New research finds that many healthcare organizations remain optimistic about their portfolios due to robust market returns despite a volatile year in 2020.

07.01.21
Surveys/Studies
Fixed-Income Managers Expect Inflation Spike: Survey

Managers have less confidence in the Federal Reserve delivering its target inflation rate compared to last quarter’s study.

06.25.21
Surveys/Studies
ClearView Seeks Nonprofits To Participate In Investment Fee 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.

06.17.21
Surveys/Studies
Community Foundations Increasing Consideration Of Hiring Diverse Managers: Study

Community foundations are prioritizing diversity and have put an increased emphasis on considering hiring diverse managers for their portfolios, a new study found.

06.10.21
Surveys/Studies
Consultant Clients Want Virtual Meetings To Stay: Survey

Allocators overwhelmingly want to continue holding virtual meetings even as the coronavirus pandemic winds down.

06.03.21