Surveys/Studies

Surveys/Studies
Pandemic Market Impact Drives Portfolio Changes In 2021, Institutions Increase Alternative Allocations 

Most institutional investors did not make significant asset allocation changes in 2020 due to the COVID-19 pandemic, however 2021 is looking to shape up differently, according to a new study.

04.01.21
Industry News
Nonprofits Turning To Impact Investment To Align Portfolios, Achieve Financial Returns: Consultant

Report finds that growing impact investing landscape has been amplified by the COVID-19 pandemic.

04.01.21
Surveys/Studies
Fixed-Income Mgrs. Expect Full Recovery By 2022: Survey

Russell’s first quarter survey of 50 bond and currency managers showed that 57% foresee a return to pre-pandemic levels of economic activity next year, with 42% expecting this to happen in the first half of the year.

03.26.21
Surveys/Studies
Nonprofits Cautiously Optimistic About Long-Term Investments: Survey

Nonprofits are cautiously optimistic that they will generate a return sufficient to cover inflation, distributions and investment costs over the next 10 years despite apprehensions related to the U.S. economic recovery and the performance of the U.S. stock market in the short term, according to a recent survey

03.24.21
Surveys/Studies
Community Foundations Aim For Increased Diversity In 2021: Poll

Diversity is a top priority for community foundations within their investment portfolios and investment committees in the coming year, according to a recent survey.

03.24.21
Surveys/Studies
Higher Education Institutions Demand Advisor, Consultant Services For Retirement Plans: Report

Advisors and consultants sought for more investment options and retirement readiness planning.

03.24.21
Surveys/Studies
E&Fs Expect To Increase Allocations To Alternative Strategies: Survey

A recent survey finds that endowments and foundations expect to continue increasing their allocations to alternative investments.

03.18.21
Surveys/Studies
Many Nonprofits Still Not Considering ESG Or Impact Investing: Survey

A recent survey showed that many nonprofit investors have not had conversations around mission-aligned investing.

03.11.21
Industry News
Private Investments Can Boost Portfolios And Pave Way For Better Sustainability Data In 2021

Investors are changing the way that they factor in sustainable investing themes and their engagement with private capital is the key to providing better sustainability data to enhance portfolios in 2021, according to recent research.

03.11.21
Surveys/Studies
Healthcare Systems Should Reset Investment Outlook Amidst Low Bond Yields, Muted Returns: Report

Healthcare systems should reset investment expectations as the outlook for their diversified portfolios appears challenged despite many successfully navigating the most difficult financial impacts of the COVID-19 pandemic, according to recent research.  

03.04.21