Insights
Investors and consultants are staying the course on their asset allocations amid market volatility as the effects of President Donald Trump’s tariff policies continue to ripple.
President Donald Trump’s “Liberation Day” tariffs that encompassed nearly all U.S. trading partners have sent markets into a tailspin and have managers and consultants emphasizing the benefits of diversification.
The pushback on diversity, equity and inclusion by the federal government, which plans to investigate whether DEI initiatives at several large universities and foundations are illegal, alongside several state governments has left some nonprofit institutions questioning their mission.
Nonprofits were busy hiring investment consultants and outsourced cios to oversee their portfolios this year including seven that swapped out their incumbent for new relationships and five that handed over their investment management responsibilities to discretionary providers from either an internal team or a general consultant.
Several nonprofit institutions changed their asset allocations or investment policies this year, boosting allocations to private equity and public equities.
Several prominent foundations and endowments changed investment heads over the course of 2024.
Investment consulting and advisory firms that cater to endowments, foundations and health systems experienced further consolidation in 2024, as many merged or were acquired while others opened shop or shuttered.
Institutional investors may be keen to make portfolio adjustments with the U.S. presidential election just a week away, but the industry finds it best to avoid making decisions based on polling predictions and market volatility.
Surging demand for digital infrastructure presents an exciting growth opportunity, but investing in this fast-growing space requires insight into the complexities and risk-reward dynamics of the sector. Meketa Investment Group’s Lisa Bacon, Colin Bebee, and Adam Toczylowski outline three key considerations for investors when incorporating digital infrastructure into their portfolio allocations.
Global equity strategies remain a compelling opportunity for institutions, according to one investment consultant who encourages greater use of active approaches.