Trends
Smaller college and university endowments outperformed their larger peers for the second year in a row, according to the National Association of College and University Business Officers’ 51st annual study of endowments.
Institutional investors increasingly sought comfort and partnerships with investment consultants that provide expertise on alternative and private markets asset classes as 2024 came to a close.
Historic market concentration within the Standard & Poor’s 500 Index has led to a resurgence in active domestic large-cap core equity investing among institutional investors.
Under today’s conditions, many nonprofits and allocators are looking at other macro trends — especially the advancement of artificial intelligence technologies and concomitant demand spike for energy and infrastructure — that bode well for their alternatives allocations.
Investors and allocators approached 2024 with an optimistic outlook, anticipating that inflation had peaked and would continue to reverse course, and they were rewarded as the Federal Reserve cut rates and equity and bond returns ended up firmly in the green. The year ahead, however, leaves investors with questions on how to navigate a market where valuations appear full and few assets appear cheap.
Manager research teams must work harder and tailor their marketing approaches in order to gain attention and win assets from consultants in a changed investment environment, a new study finds.
The adoption of AI technologies across the economy may yield 1-3% more annual economic growth across the U.S., requiring a significant growth in demand for energy utilities and infrastructure that bodes well for nonprofit investors with allocations to the asset class.
Hedge funds overall may not have the panache today that they held in the early aughts but institutions continue to find these strategies to be beneficial in providing portfolios with the best risk-adjusted returns in today’s market and the future.
Institutional investor interest in and adoption of ESG factors has increased in the last decade, a new survey finds.
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.