Surveys/Studies

Industry News
Dedicated Long-Term Exposure To China Is Critical For Institutional Portfolios: Study

Investors should feel more comfortable allocating to China as governance standards rise.

04.30.20
Surveys/Studies
Institutional Plan Sponsors Face Steep Losses: Study

Institutional investors had a median return of -11.6% in the first quarter as the coronavirus pandemic impacted markets, according to new data from Northern Trust Corporation.

04.27.20
Surveys/Studies
Predicted Market Crisis, Rise In Risk Provoke Fund Buyer Shift Toward Alternatives: Survey

Investors were stressing the value of downside protection heading into 2020—so much so that they were willing to underperform their peers—as they anticipated a market crisis within one to three years, according to results of a late 2019 survey recently released.

04.23.20
Announcements
E&Fs Shifting Portfolios, Bracing For Recession: Survey

Many foundations and endowments are adapting their investment portfolios with the expectation that the global recession caused by the COVID-19 pandemic will be as bad as the one following the Global Financial Crisis, according to a recent survey.

04.16.20
Announcements
Most Financial Advisors Expect Stock Market To Keep Falling: Survey

An overwhelming majority of domestic investment advisors believe that the stock market hasn’t bottomed out yet, according to a recent survey.

04.16.20
Alternatives
Liquidity Key Concern In Coming Weeks And Months For Investors: Report

With market liquidity seizing up, liquidity is the main concern for investors in the coming weeks and months, according to a new report.

04.16.20
Surveys/Studies Trends Announcements
E&Fs Can Hang Tight As Current Market Environment Will Deliver Investment Opportunities: CAPTRUST

Long-term investors like endowments and foundations are in a terrific position to capitalize on recent market volatility as the COVID-19 pandemic continues to unfold, according to experts at CAPTRUST Financial Advisors.

04.02.20
Surveys/Studies
COVID-19 Impacts Global Industries, But Real Estate Assets Will Recuperate Faster: Mercer

Managers of adaptable assets in the real estate sector could recover more quickly than others as the global COVID-19 pandemic continues to financially disrupt many industries worldwide, a new report finds.

04.02.20
Industry News
E&Fs Had Little Concern About Liquidity Prior to Pandemic: Study

Survey conducted in the second half of 2019 found low concern about liquidity.

04.02.20
Industry News
Small And Mid-Sized Nonprofits Challenged To Comprehend Investment Fees: Study

Limited knowledge and lack of transparency regarding fees stifle investment decisions.

04.02.20