Surveys/Studies

Surveys/Studies
Impact Investors Allocate Most Capital Through Private Markets, But Public Markets Show Rapid Growth: Study

A new report finds the impact investment space has seen tremendous growth in assets allocated in public markets as the fastest-growing asset class over the last half decade was public debt.

09.20.23
Surveys/Studies
Private Foundation Returns Reign Over Community Foundation Peers, Space Sees Largest One-Year Decline Since GFC: Study

Private foundations reported relatively better average annual returns than their community foundation counterparts for 2022, however, the average annual returns declined from the previous year, representing the largest average year-over-year decline for foundations since the Global Financial Crisis.

09.07.23
Emerging/Diverse Managers
Georgetown’s Diverse Manager Representation Ticking Up

The university has added five new U.S.-based managers recently, a report found.

09.06.23
Surveys/Studies
OCIO Adoption Expected To Accelerate In Coming Years: Report

Outsourced cio usage is expected to “increase considerably’ over the next two years and nonprofit institutions are expected to adopt the discretionary model at the fastest rates, according to new research.

08.17.23
Surveys/Studies
NACUBO Seeking Responses For Latest Endowment Study

The National Association of College and University Business Officers and Commonfund have launched their latest study on higher education endowments, which will be published next year.

08.16.23
Surveys/Studies
Community Foundations Can Address Liquidity Needs With Key Portfolio Strategies: Report

Community foundations dealing with rising interest rates and an economy that has “wobbled” over the last 18 months should revisit the role of alternatives, reconsider fixed-income and focus on costs to add stability and durability to their missions and address liquidity needs, according to a recent paper.

08.09.23
Surveys/Studies
Consultants, OCIOs Relationships Vital for Success, Access To Assets

Managers need to target consulting firms that align with their business, upgrade their consultant relations team, embrace consultant databases and position themselves as though leaders to successfully master those relationships, according to a new report.

07.27.23
Surveys/Studies
New England Institution Named ‘Best Emerging Manager Program’ Based On Global Fintech Survey

The institution was named as having the “Best Emerging Manager Program” based on an a survey of institutional clients of a global fintech platform, beating out large and prominent public pension plans and endowments.

07.12.23
Surveys/Studies
Outsourced CIO Provider Increases Firm Diversity, Diverse Manager Engagement: Report

The West Coast-based outsourced cio’s DEI efforts have diversified its team and enhanced its engagement with diverse-owned managers.

06.28.23
Surveys/Studies
PE Firm’s 100% Majority-Owned Businesses Maintain ESG Diligence Practices: Report

FIrm’s businesses maintain climate risk assessment, ESG policies, employee engagement surveys, ceo sustainability and diversity and equity and inclusion goals.

06.15.23