Trends

Industry News
E&Fs Seek Private Real Estate As Portfolio ‘Ballast’ In Inflationary, Expanding Economy

But uncertainty remains about future of real estate property income levels and asset prices and their effect on returns.

09.16.21
MRI/Social Investments
Northeast Religious Association Seeks Consultants To Help Implement Racial Justice Investing Plan

A religious association in the Northeast is seeking proposals from consultants to assist in implementing its racial justice investing plan.

09.13.21
ESG
New England University Divesting From Fossil Fuels

A university in New England will not directly invest in companies that explore for or develop fossil fuels and will refrain from indirect investments in funds with holdings in the fossil fuel industry going forward.

09.10.21
Surveys/Studies
Canadian E&Fs Increase Alts. Allocations, Shift To Outsourced CIO Model And Make Progress In ESG

Canadian endowments and foundations are looking to real assets and alternatives to continue diversifying their portfolios moving forward, according to a recent study.

08.19.21
Trends
Managers Must Know Their Role When Working With $1 Billion-Plus Nonprofits And Pensions

Managers looking to target $1 billion-plus institutions need to understand the role that they would play in enhancing the larger portfolios and find ways to add value to them as one of many firms working with the institution, according to a new report from a human behavior and analytics firm.

08.12.21
Industry News
E&Fs Employing Diversified Alternatives Portfolios In Search Of Alpha: Webinar

Institutions are struggling with how to allocate their alternatives portfolios in search of alpha in today’s markets due to interest rates near all-time lows, tight credit spreads and high equity valuations, according to a recent webinar.

08.05.21
Asset Study/Review
West Coast University To Convene Committee To Explore Fossil Fuel Divestment

A university on the West Coast approved convening a committee to investigate a proposal to divest its endowment of fossil fuels and reinvest in more environmentally sustainable assets at its board meeting earlier this month.

07.28.21
Industry News
Early Mover Models Set Path For Foundations New To Impact Space: Report

Foundations considering moving all or some of their investment portfolios into impact investments can learn important lessons from the groundwork that early movers in the space laid as pioneers, according to a recent report.

07.28.21
Emerging/Diverse Managers
Western University Eyes $2 Billion To Diverse Firms In Emerging Manager Initiative

A university on the West Coast will invest at least $2 billion with diverse investment firms in the public and private markets over the next four years.

07.15.21
Trends
COVID-19 Driving Value Revival - Cyclical Shift Investors Have Been Waiting For Or Short-Term Noise

Allocators and managers that have been patiently waiting for a resurgence to their value equity portfolios are finally seeing the payoff as more cyclical areas of the market have rebounded during the rollout of COVID-19 vaccines and continual low interest rates.

07.15.21