Surveys/Studies

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
Emerging/Diverse Managers
Foundations Can Help Overcome Risk Misconception Toward Investing In Women- And Diverse-Owned Funds: Research

Foundations should be leaders on investing in diverse- and women-owned funds as they can do more to lift the veil on decision-making and create change to promote greater equity within their strategies, according to a recently published paper.

01.07.21
Surveys/Studies
COVID-19-Induced Market Sell-Off Impacts Healthcare Plans’ Returns: Survey

The COVID-19-induced sell-off wreaked havoc on healthcare organizations’ returns both in the short- and long-term following the first quarter drawdown, according to a recent survey.

12.17.20