Surveys/Studies

Announcements
Manager Recovery Efforts, Revised Business Approaches Follow COVID-19 Disruption: Report

Investment managers will be increasingly judged on their client engagement and interaction as the industry continues to undergo a digital transformation brought on by the COVID-19 pandemic, according to recent research.

02.04.21
Industry News
Nonprofits Say Non-Traditional Portfolios Will Be Crucial Over Next Decade: Survey

Diversified and actively managed portfolios will be the best way for nonprofits to meet their spending needs in a continually challenging market environment over the next several years, according to a recent survey.

01.28.21
Industry News
E&F Investment Portfolios Mostly Unchanged Despite COVID-19 Impact, Market Volatility: Report

Most had minimal changes and are thinking with a long-term investment horizon.

01.28.21
Industry News
Institutions Need To Understand How To Assess ESG Implementation: Report

ESG data providers are finding it challenging to collect and analyze ESG data.

01.28.21
Surveys/Studies
Value Managers Garner Interest In Q4 As Equity Markets Continue Surge

Despite growth stocks grabbing the headlines during the market surge following the early days of the COVID-19 pandemic, fundamental value managers began to see more interest in the fourth quarter as the market started to shift.

01.25.21
ESG
Understanding A Manager’s ESG Investment Process: Report

The report is second in a series on ESG integration.

01.21.21
Industry News
Endowment Index Closes At Record High

The gains were a record for the second consecutive year.

01.21.21
Industry News
Investors Continue Planned Increases To Private Market Allocations: Survey

Private equity funds were top of the list for investors’s planned allocations.

01.14.21
ESG
Institutions Should Follow Detailed ESG Implementation Process Despite Differing Board Views: Consultant

Investors need to reach reasonable consensus about implementing ESG policy.

01.13.21
Surveys/Studies
Growth Assets & Private Markets Provide High 2020 Returns For Mega Endowments: NEPC

Top endowments showed strong returns in 2020 because of bias toward technology in both public and private markets and other factors.

01.07.21