Trends

Trends
Q3 2024: Hedge Funds Provide Opportunity For Best Risk-Adjusted Returns

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. 

11.19.24
Surveys/Studies
Institutions’ ESG Interest, Adoption Shows Growth Over Last Decade

Institutional investor interest in and adoption of ESG factors has increased in the last decade, a new survey finds.

11.04.24
Insights
Avoid Portfolio Adjustments Based On Unpredictable U.S. Presidential Election

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.

10.29.24
Trends
Not Investing In China: More Of A Political Decision Than A Financial One 

Geopolitical events, regulatory changes and policy shifts have led investors to reevaluate the role of exposure to China in their portfolios. 

10.15.24
Trends
How Defense Tech Is Changing Global Security And Modern Warfare

An interview with Peter Ackerson of Audere Capital.

10.11.24
Credit/Private Debt
Private Credit Offers Opportunities Beyond Direct Lending: Investment Consultant

Nonprofit investors should look for niche private credit opportunities as they can provide portfolio diversification and strong yields with less beta market risk than mid-market direct lending strategies, which represent the lion’s share of the private credit universe.

10.09.24
Trends
Q2: Co-Investment Opportunities Trending In Slow Fundraising Environment

Private markets co-investments have seen a steady uptick as they provide a unique opportunity for institutional investors to become better acquainted with managers, especially in today’s slow fundraising environment where GPs have motive to expand their offerings.

08.13.24
Trends
Endowments And Foundations Can Capitalize On AI-Driven Equity Performance

Nonprofits stand to gain from the increases in efficiencies and profitability that AI technologies have brought large-cap companies, as long as they balance their portfolios and have a long-term view.

08.07.24
Credit/Private Debt
Opportunity Set Growing In Private Credit, Other Alternative Asset Classes: Webinar

Private credit’s increasing popularity makes for opportunity for investors as the alternatives market is expected to grow, according to a recent webinar.

07.31.24
Surveys/Studies
Callan Discloses Diverse Manager Hiring Activity

The details are part of the firm’s inaugural Diversity, Equity & Belonging Advancement Report that highlights efforts the firm is making in promoting the issues internally and in the institutional investment industry overall.

07.24.24