Trends

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
Credit/Private Debt
Private Credit Carries Cyclical Risks Too, Not Just Strong Returns: Meketa

Higher interest rates and inflation has put pressure on the companies that undergird the private credit markets and nonprofits investors should be mindful of the of the potential cyclical risks.

06.12.24
5 Questions
5 Questions With Rockefeller Brothers Fund Executive V.P. of Finance and Operations Geraldine Watson

Gerry Watson has worked at the Rockefeller Brothers Fund for nearly 30 years, and is responsible for the oversight of its approximately $1.3 billion endowment, accounting, technology and operations functions as well as the Rockefeller Family Fund, the David Rockefeller Fund and several of the fund’s affiliates.

06.10.24
Profiles
5 Questions With Utah School & Institutional Trust Funds Office CIO Peter Madsen

Peter Madsen, who has served as director and cio of the Utah School & Institutional Trust Funds Office for almost nine years – helping oversee and manage its approximately $3 billion permanent school fund, took the time to answer five questions, plus a few extra, with FIN|News.

05.28.24
Trends
Q1 2024: Small-Cap Equity Hiring Sees Uptick

Publicly-traded large-cap companies continue to garner the attention of media and investors, but allocator interest is beginning to look down market to the small-cap sector.

05.13.24
Trends
Concerns Remain As Future Inflation Looms: Webinar

Obstacles to cutting interest rates remain as inflation appears to be flattening out rather than continuing to drop toward the Federal Reserve’s 2% target.

05.02.24
Surveys/Studies
Top Investment Consultants Gain Influence As Institutions Increasingly Rely On Services

Investment consultants have always been a crucial part of the U.S. institutional asset management business and new data finds the industry’s top consultants are becoming more influential than ever.

04.24.24