Surveys/Studies
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
Diversity is a top priority for community foundations within their investment portfolios and investment committees in the coming year, according to a recent survey.
Advisors and consultants sought for more investment options and retirement readiness planning.
A recent survey finds that endowments and foundations expect to continue increasing their allocations to alternative investments.
A recent survey showed that many nonprofit investors have not had conversations around mission-aligned investing.
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.
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.
Institutions should take a fresh look at financial and investment strategies to address challenges to their business models and maintain optimal asset allocations to meet a 7.5% historical return target, particularly in the face of a long-term era of muted returns, according to a recent study.
Institutional investors around the world are increasingly evaluating managers’ ESG integration in terms of demonstrable outcomes and want firms to show results of their ESG-integrated strategies, according to a recent survey.
Regulators must standardize and make public company reporting on ESG disclosure accessible in order for institutional investors to properly manage and account for impact in their investment portfolios, according to a recent report.
