Surveys/Studies

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
Industry News
Manager Selection Increasingly Pertinent With Alternative Investments: Study

Selection of alternatives managers will be important as role of strategies expand in institutional portfolios.

03.19.20
Industry News Surveys/Studies Emerging/Diverse Managers
Foundations Ahead Of Institutional Investors When Investing In Diverse-Owned Firms

Foundations continue to lap the rest of the institutional investment space when it comes to investing with diverse- and women-owned firms, a new study finds.

02.12.20
Surveys/Studies
Not All Manager Track Records Are Created Equal, But Private Equity Persistence Is Evident: Report

Private equity persistence is evident in pre- and post-2000 vintages, but prior track record should only be used as a “valuable reference point” for investors as it needs to be placed in context with factors such as the strategy and organization that created it, a new study finds.

02.06.20
Surveys/Studies Emerging/Diverse Managers Asset Study/Review
Western University Launches Emerging Manager Initiative

A Western university has launched an investment program to increase its use of women- and minority-owned investment managers.

02.06.20
Surveys/Studies
Long-Term U.S. Endowment Returns Rise Despite 2019 Dip: Study

The returns for U.S. endowments dipped in 2019 but rose for the 10-year period ending June 30 as the remnants of the financial crisis continued to fade into the past, according to the 2019 NACUBO-TIAA Study of Endowments.

01.30.20
ESG
Shift In Approach to ESG Investing Globally: Study

Investors are shifting their approach to ESG investments, according to a new study.

01.29.20