Surveys/Studies
Foundations’ returns rose in 2023 at rates similar to the sharp declines seen during the unfavorable market environment of 2022 and in a reversal from last year, community foundations reported relatively higher returns than their private foundation peers in 2023, a new study finds.
Asset managers are taking advantage of the growing rate of independent and hybrid registered investment advisor channels by enhancing their coverage model and expanding their menu services to fit the needs of the largest RIAs.
Fund managers are increasingly demonstrating strategic advantages in the long-term success and financial performance that their organizations experience when focused on DEI, while also addressing barriers to progress in the funding of underrepresented women and people of color.
Institutional investors are focused on the long-term capabilities and expertise of a manager when making selections for an investment mandate.
The details are part of the firm’s inaugural Diversity, Equity & Belonging Advancement Report that highlights efforts the firm is making in promoting the issues internally and in the institutional investment industry overall.
Global recession should be avoided in 2024 as global growth will be in line with consensus expectations across major regions, according to a recent investment manager’s survey.
The investment consultant saw an increase to both client assets with diverse firms as well as client strategies managed by diverse firms in 2023, according to its latest report.
Community foundations continue to show interest in private investments as they look to increase their allocations to the strategies, while the number that they have an outsourced cio model increased from last year.
The investment consulting firm has launched its sixth annual Endowment and Foundation Survey to help nonprofit leaders understand what other institutions are doing in the space and why.
The racial makeup of senior management at investment consulting firms dropped by almost 10%, an “alarming change” in a segment of the market that has an outsized impact on what asset managers are chosen by institutional allocators, according to a new report.