Trends
One discretionary advisor sees an imperative need for in-person interaction at foundations and endowments to successfully advance mission-oriented objectives, particularly amid changing board demographics.
Some endowments and foundations are looking to emerging market debt, multi-asset credit and long-term bonds as a way to diversify their portfolios while also capitalizing on the macrotrends leading to a weaker greenback.
Private markets funds are set for 70% growth by the year 2030 with private equity expected to be a key driver of that expansion, according to a recent analysis.
Nonprofit investors can find attractive investment opportunities in precious metals like gold, critical minerals like lithium and agriculture that diversify their real assets portfolio, while also providing a potential hedge against ‘stagflation.’
Investment consultant Meketa Investment Group conducted 130 total public markets manager searches in 2024.
Commitments to the private infrastructure fund market ticked up amid a stronger fundraising environment as institutions seek strategies that offer inflation protection and stability.
Allocations to illiquid asset classes will provide university portfolios with stronger returns relative to public equity or bond markets over the long term, despite liquidity or spending squeezes in the short term.
Endowments impacted by the finalized One Big Beautiful Bill Act are facing “much more palatable” excise tax numbers in comparison to earlier proposals, new research finds.
While there is uncertainty on the impact to markets following the U.S. strikes against Iran’s key nuclear facilities over the weekend, geopolitical risk is rising.
The growth in the largest Black-owned investment firms has slowed over the past year but continued its upward trajectory, new data from FIN Searches shows.