Surveys/Studies

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
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