Surveys/Studies

Surveys/Studies
Institutional Investors Worried, But Prepared For 2020 Market Conditions: Natixis

Institutional investors are increasingly worried about how their portfolio performance will be impacted by market conditions in 2020, according to a new survey from Natixis Investment Managers.

12.12.19
Surveys/Studies
Study Reveals Negotiated Fees For Institutional Investors: Callan

Pressure to lower fees on traditional active management along with smaller average mandate sizes and a move toward private markets have brought on a decline in active investment manager fees when compared to published fees.

12.11.19
Consultant/OCIO/Discretionary
Maturing Market Pressures Outsourced CIO Industry To Adopt New Practices For AUM Growth

Modest asset growth shows that many outsourced cio providers will need to focus on performance reporting.

12.04.19
Industry News
Managers Must Establish And Maintain Relationships With OCIO Providers For Growth

New research shows that developing and maintaining outsourced cio relationships are crucial components for managers to win mandates.

11.13.19
Surveys/Studies
ESG Adoption Growing, Broadening Across U.S. Institutional Landscape: Survey

Adoption of environmental, social and governance factors into the investment decision framework is a growing trend in the U.S. institutional landscape, and one that adopters are beginning to spread beyond traditional equity strategies, a recent survey shows.

10.17.19
Surveys/Studies
Declining Fees Give Way To Value For Investors: Study

Declining investment management fees across certain asset classes provides one way for investors to obtain better value for their money, according to a study from bfinance.

10.07.19
Daily Feed
Institutions Lean Toward Private Equity Markets As Public Company Universe Shrinks

Equity investment programs built predominantly around public markets can benefit from extending to the private market, according to new research.

10.03.19
Industry News
Study Reveals Compensation Levels For Nonprofit Investment Staff

Performance-based compensation continues to be a key component of pay for investment staff at private foundations and university endowments, according to a recent study.

09.26.19
Surveys/Studies
Extreme Risk Assessment: Adapt, Hedge And Ensure Diversified Investment Portfolios

Investors must be diligent in preparing against extreme risks and their potential for high impact on global economic growth and returns as non-financial risks take an increasingly significant role, a report shows.

09.26.19
Conference Coverage
F&Es Must Eliminate Biases In Governance And Investment Processes To Help Emerging Managers: Panel

Foundations and endowments need to eliminate biases in their governance and investment processes to unlock more opportunities for women and minority investment managers.

09.26.19