Surveys/Studies

Surveys/Studies
Investment Consultant’s Client Portfolios Continue To See More Diverse Managers

A consulting firm increased the number of diverse managers in institutional client portfolios to 331 in 2023 from 285 in 2022, 270 in 2021 and 190 in 2020.

05.30.24
Surveys/Studies
Global Managers Understand Investor Data Needs, Plan To Evolve Product Strategy: Study

A large segment of investment managers intends to prioritize and change its product strategy in the next two years with the understanding that they need to combat data challenges to meet the evolving needs of investors, a new study finds.

05.22.24
Trends
Concerns Remain As Future Inflation Looms: Webinar

Obstacles to cutting interest rates remain as inflation appears to be flattening out rather than continuing to drop toward the Federal Reserve’s 2% target.

05.02.24
Surveys/Studies
Top Investment Consultants Gain Influence As Institutions Increasingly Rely On Services

Investment consultants have always been a crucial part of the U.S. institutional asset management business and new data finds the industry’s top consultants are becoming more influential than ever.

04.24.24
Insights
Consultant Sees Value In Global Active Equity Strategies, Large-Cap: Webinar

Global equity strategies remain a compelling opportunity for institutions, according to one investment consultant who encourages greater use of active approaches.

04.23.24
Surveys/Studies
Diversity Transparency Remains Disappointing Among Half Of The Largest Endowments: Study

Study on the diversity of higher education’s asset managers found just 18 institutions fully participated by providing data for the study, while an additional eight self-reported their data.

04.18.24
Surveys/Studies
E&Fs Remain Optimistic In 2024, Bullish On Private Equity & Private Credit: Commonfund

Despite macroeconomic headwinds, a new survey finds institutional investors remain optimistic in 2024 and are bullish on private equity and private credit.

04.11.24
Emerging/Diverse Managers
Diverse Private Equity Managers Can Unlock Door To Differentiated Deal Flow

Private equity and venture capital firms that have predominantly women or people of color in ownership can provide another source of diversification and unlock access to differentiated deal flow for their limited partners and other investors, according to new research.

04.03.24
Surveys/Studies
Cultural Institutions Prioritizing Higher Returns Are Looking Toward Private Assets, Outsourced Models: Study

Cultural institutions are looking to prioritize improved returns in the future as the largest institutions have outperformed their smaller counterparts due to their private investment allocations, according to a new study.

03.28.24
Surveys/Studies
Energy Transition Sparks Interest, Private Markets Prioritized Among Growing Alts. Allocations: Nuveen

The energy transition is drawing interest from institutions as more than half believe they can “significantly influence” its progress, a new study finds.

03.21.24