Surveys/Studies

Surveys/Studies
Institutional Assets Gain Small, Temporary Edge Over Retail Assets: Cerulli

As U.S. professionally managed assets declined in 2022, Cerulli Associates’ latest report found a temporary trend reversal where institutional channel assets gained a slight edge over retail.

01.10.24
Surveys/Studies
Investors Must Work Together in Pursuit Of Climate Finance Themes: Study

A new report finds finds that investors are actively seeking opportunities in areas like power generation and decarbonization, but few climate financing requirements have been met.

01.03.24
Surveys/Studies
Top U.S. Pensions Shift To Alternative Allocations: Study

The country’s largest public defined benefit plans are shifting their allocations in favor of alternative strategies, a new study finds.

12.21.23
Surveys/Studies
AI Leads Investors Toward Private Market Assets As Geopolitical Fears Grow: Survey

Institutional investors are bullish on private market investments as the rapid development of artificial intelligence technologies signals future growth in the economy despite looming geopolitical risks, according to a recent survey.

12.20.23
Surveys/Studies
OCIOs Favor PE, Credit Allocations For Nonprofit Portfolios: Study

Private equity and credit stand poised to continue dominating nonprofit mandates for the next year to two years, according to a new study of outsourced cio providers.

12.20.23
Surveys/Studies
E&Fs Are Below Target Returns & Desire To Reduce Costs, Manager Fees: Study

New survey finds endowments and foundations will lean on private market investments and reduced costs to potentially as new pressures present themselves.

12.14.23
Surveys/Studies
Private Markets Provide Opportunity For E&Fs In Uncertain Market: Survey

More than half, 58%, of endowment and foundations are currently invested in private market assets or are considering investing over the next 12 months, according to a survey.

12.07.23
Surveys/Studies
Active, Passive Management Face Continued Fee Pressure: Callan Study

Both active and passive management faced the pressures of fee compression in 2022, according to a recently released study from investment consultant Callan.

11.30.23
Industry News
Outsourced CIO Releases Open-Source Investment Library

The outsourced cio has released a library of proprietary investment research to the public that was previously available only to clients.

11.29.23
Surveys/Studies
ESG Practices Affected By Mgr. Size: Study

When it comes to asset managers’ integration of ESG factors, larger firms tend to have a leg up on their smaller peers when it comes to the amount of resources available, according to inaugural analysis from investment consultant Callan.

11.09.23