Surveys/Studies

Industry News
Asset Manager Financials Continue Slide In Q2

Asset manager financials remain fragile despite the second quarter market rebound, according to asset management strategy consultant Casey Quirk.

08.24.20
Alternatives
COVID-19 Travel Restrictions Slow Down Managers’ Sales Process, Impacts RFP Volume: Report

New research finds COVID-19 travel restrictions have slowed down the institutional sales process.

08.20.20
Surveys/Studies
Endowments Underperform Passive Benchmark For 58 Years: Study

A new study found that the average endowment has underperformed the 60/40 benchmark for the past 58 years.

08.13.20
Surveys/Studies
Large E&Fs With Higher Alts. Allocations Outperform Smaller Peers: Study

Larger endowments and foundations with greater than $1 billion in assets are enjoying better returns in aggregate than smaller institutions with less than $1 billion in assets as new research finds they can be attributed to a mix of asset allocation and manager selection decisions.

08.06.20
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