Trends

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
Surveys/Studies
Responsible Investing Discussions Accelerating, Implementation Remains Slow: Study

A growing number of independent schools are talking about responsible investing, though they have been slow to implement.

03.03.22
Emerging/Diverse Managers
HBCU Path To Growth: PE, VC Access Brings Opportunity

Historically black colleges and universities, typically limited by the size of their assets, are looking to gain further access to alternative assets, particularly private equity and venture capital, as they seek to grow their endowments to further their mission as well as capture outsized returns that have swelled higher education institutions’ portfolios, according to investors and allocators.

03.03.22
Ukraine-Russia
U.S. Pensions’ Russian Exposure Moves Into Spotlight As Sanctions Increase

U.S. pension plans are being called on to review the Russian exposure within their investment portfolios as federal mandates sanctioning Russian financial institutions continue to expand.

02.28.22
Surveys/Studies
Rising Inflation Challenges Endowments To Meet Future Return Targets: Study

College and university endowments posted “dramatically higher” investment returns in fiscal year 2021, however, the institutions foresee inflation as a longer-term issue posing as a challenge to meet return targets, according to a recent study.

02.18.22
Industry News
Security Check: Institutions, Regulators Address Cybersecurity Vulnerabilities

An uptick in cybercrime within the institutional investment community including two recent cyberattacks on pension boards has exposed vulnerabilities with the industry and led to questions around the resources needed to combat network intrusions.

02.15.22
Surveys/Studies
Foundation Investment Expenses Decreased: Report

The average amount for investment-related expenses incurred by foundations, including the likes of investment management fees and employee compensation, decreased over the course of one year, according to a recent report.

01.27.22
Trends
Omicron Wave Brings Shift In Some Events, Meetings

The continued presence of the Omicron variant of COVID-19 has left the institutional investment industry with decisions on how to address a return to offices, in-person meetings and physical conferences in early 2022.

01.26.22
Emerging/Diverse Managers
Western University Allocating To New Diverse Manager Program

A university in the West will allocate capital to a new program to invest in diverse asset managers as part of its ongoing diversity efforts.

01.20.22