Surveys/Studies
All but one of the eight Ivy League endowments underperformed a 60/40 portfolio of U.S. domestic stocks and bonds in the 2020 fiscal year for the second consecutive year, according to recent research.
Impact investments across asset classes have generated strong realized returns over time, helping investors meet their impact performance and financial return expectations, according to a survey.
Corporate and healthcare pension plans have cited COVID-19 and the U.S. presidential election as the biggest threats to their investment programs in the next 12 months, according to a new survey
Student housing and tuition are two of the largest financial challenges for universities today.
Private investors have been called upon to help achieve the United Nations’ Sustainable Development Goals (SDGs) by 2030 using a number of product offerings to increase global growth, improve returns and address systemic issues facing the environment and society face, yet a recent report finds challenges in the ability to invest to make the goals a reality.
Endowments and foundations have incorporated ESG factors at a higher rate than other institutions.
Investors integrating climate risk into underwriting have a competitive advantage over peers.
Universities provided an estimate of total assets under management with diverse-owned firms.
Endowments typically invest countercyclically by decreasing active risky allocations during the run-up to a crisis, such as the Global Financial Crisis, and then increasing these allocations as risky asset prices fall following the start of a crisis, new research shows.
Private and community foundations posted their best returns of the decade in 2019, a year in which “just about everything worked,” according to a new study.