Trends

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
Consultant/OCIO/Discretionary
CAPTRUST Acquires Portfolio Evaluations, Inc.

Acquisition marks the firm’s 54th since 2006 and ninth announced for 2021.

01.18.22
Insights
Nonprofit News Special Report: 2022 Alternative Investments Outlook

The reliance on alternative investments led investors and allocators to pinpoint small, niche private equity managers, short-trading hedge funds and global private debt funds as key areas to capitalize on with the goal of yielding outsized returns.

01.13.22
Industry News
The Little Things Can Equal Big Money For Asset Managers

A follow-up note from a marketer helped win the manager win a mandate, showing that the little things can lead to big money for asset managers.

10.29.21
Industry News
Endowments Increasing Plans To Put Investment Advisory Services Out For Bid In Changing Environment: Webinar

Nonprofits are increasingly testing the waters for a new advisor as their fiduciary responsibilities have grown more complex.

10.21.21
Industry News
US Senators Urge SEC To Adopt DEI Recommendations

The recommendations address transparency, disclosure, fiduciary duty, political contributions and investigating discrimination complaints in the asset management industry.

10.19.21
Industry News
Handing Investment Mgmt. To The Machines: Rosetta Analytics

Diverse-owned manager utilizes artificial intelligence to manage portfolios.

10.07.21
MRI/Social Investments
Chicago Foundation Divests From Fossil Fuels

A foundation based in Chicago will divest its investment portfolio from fossil fuel industries and invest more in renewable energy to mitigate the effects of global climate change.

09.23.21