Trends

Surveys/Studies
Endowments & Foundations Accelerate Digital Asset Investment: Survey

Digital assets have emerged as a major area of focus for institutional investors with over 80% of endowments and foundations expecting to increase their investments in cryptocurrencies and other digital assets this year, according to a recent survey.

05.12.22
Trends
Value Investors Can Focus On More Than Small-Cap Stocks: Alpha Architect

Investors favoring value investing do not need to only focus on small-cap stocks to access the value premium via long-only portfolios, new academic research finds.

04.25.22
Trends
Rising Structured Credit Allocations Raise Need For Expertise

Structured credit has begun to garner headlines for the protection it can provide investors against rising rates, however, the accompanying nuances require significant expertise among both managers and allocators, industry experts say.

04.18.22
Trends
Sophistication, Wide Range Of Datasets Leaves Fund Managers To Outsource: Study

Demand for outsourced data services among investment managers is growing as the sophistication of available data sources and the wide range of datasets continues to increase, according to a recent report.

04.14.22
Trends
More Managers Handing Investing Over To The Machines

Endowments and foundations benefit from managers wielding the evolving power of AI to streamline investing, enhance performance and analyze the growing scale and complexities of the global capital markets.

04.07.22
Surveys/Studies
Investors Uneasy About Global Economy, Expect Subpar Returns From U.S. Stock Market: Survey

Most institutional investors expect subpar returns from the U.S. stock market this year amid inflation and concerns regarding the ongoing Russia-Ukraine war, according to a recent survey.

04.07.22
Emerging/Diverse Managers
Investors Interest In Diverse Managers Not Reflected In Hires: Poll

Investors need more education or policy frameworks to implement this approach, according to the firm.

03.24.22
Surveys/Studies
Students Increasing Pressure On Endowments To Divest From Fossil Fuels: Report

Students and university trustees differ on understandings of what endowments represent, but integration of ESG strategies could reconcile them.

03.24.22
Trends
OCIO Growth Result Of Personnel Departures, Investment Complexity, ESG Implementation: Report

The outsourced cio sector is growing as a result of the turbulence caused by the COVID-19 pandemic and ensuing reverberations and uncertainty in the markets, according to a recent report.

03.17.22
ESG
SRI, ESG Adoption at College- And University-Affiliated Foundations Lags Interest: Study

College- and university-affiliated foundations’ future use of SRI and ESG strategies could be potentially affected by student pressure.

03.10.22