Surveys/Studies

ESG
Artificial Intelligence Can Help Mgrs. Improve Investment Returns: Report

Investors will increasingly demand ESG factors to be applied to a greater percentage of their portfolios.

05.27.20
Announcements
COVID-19 Crisis Provokes Major Financial Shifts From Healthcare Organizations: Survey

Healthcare organizations are rebalancing back into risk assets in response to the unprecedented environment caused by the COVID-19 pandemic, according to a new survey.

05.21.20
Surveys/Studies
E&Fs Utilize Private Markets To Boost Returns, Meet Responsible Investment Objectives: Report

Study finds endowments and foundations are expanding their use of private investments.

05.14.20
Surveys/Studies
E&Fs First Quarter Returns Worse Than All Institutional Plans: Wilshire

Larger institutions outperformed smaller plans during the quarter.

05.14.20
Industry News
Investors Expect Long-Term Business Effects Due To COVID-19: Survey

But private investment and tech industry seems well-positioned to withstand the immediate negative impacts.

05.14.20
Alternatives
Facing New Challenges, Institutions Increasing Alternatives Allocations: Report

A difficult operating environment and the challenge of meeting return targets is changing the way healthcare systems approach asset allocation and portfolio structuring, according to new research.

05.07.20
Consultant/OCIO/Discretionary
Alpha Capital Mgmt., Nasdaq Launch Outsourced CIO Indices, Release Q4 Results

Alpha Capital Management and Nasdaq created a suite of indices that measure the performance of outsourced cios.

05.07.20
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