Surveys/Studies

Industry News
Equity Gains Drive Positive Performance For F&Es During Second Quarter: Report

Foundations and endowments’ investment returns, primarily driven by the equity markets, rebounded in the second quarter but still lagged other institutional investors.

08.06.20
Industry News
Education And Expense Key To Liquid Alternatives’ Future Viability: Research

Firms should focus on less expensive products and exposures that are easier to explain.

07.29.20
Industry News
Sustainable Investing Themes Grow With Support Of Government: UBS

Global asset growth of sustainable investment funds expected to continue.

07.29.20
Industry News
Sovereign Wealth Funds, Family Offices Most Likely To Terminate Based On 2020 Performance: bfinance

Sovereign wealth funds and family office investors are the institutions most likely to terminate external asset managers where 2020 performance represents a significant contributing factor to the decision.

07.28.20
Announcements
Current Market Environment Favors Active Investments: Survey

The unprecedented global pandemic has created uncertain market conditions with ongoing volatility that most financial professionals feel favors active investments, according to a new study.

07.23.20
Announcements
More Community Foundations Embrace Fossil Fuel Divestment: Survey

Community foundations are increasing allocations to fossil fuel-free portfolios, but their overall socially responsible investment portfolios remain relatively minimal, according to a recent survey.

07.16.20
Surveys/Studies
Bargaining Power Can Shift Back Toward LPs As COVID-19 Resets The PE Market: Study

Private equity general partners have benefitted from increasing commitment levels and oversubscribed funds, however, that leverage may shift back toward limited partners as the market cycle turns over.

07.13.20
Industry News
Strategic Investment Approaches Can Boost Financial Gains For Healthcare Systems Post-COVID: Report

Developing a successful investment program can help healthcare systems eliminate concerns arising from the impact the COVID-19 pandemic has had on balance sheets and income, according to new research.

07.09.20
Announcements
Institutional Governance Should Focus On Rebalancing And Opportunities To Overcome Market Crisis: Report

Institutional investors must lean on governance-best practices to avoid being victimized by a market crisis such as the current one brought on by COVID-19, according to a recent report.

06.25.20
COVID-19 News
COVID-19 Continues To Leave Most Investment Management Offices Closed: Survey

A majority of offices in the investment management space, particularly in the Northeast region of the U.S., remain closed due to the COVID-19 pandemic leaving many managers unsure about when they will reopen.

06.22.20