Institutional investors have long overlooked international micro-cap equity’s ability to drive alpha and its diversification benefits, according to investment managers involved in the space with strategies dating back decades.
An HBCU in the Mid-Atlantic region revised its endowment policy this week to implement a mandate that a majority of its endowment be managed by minority-owned investment firms.
The lower middle market and small buyout space possesses more attractive qualities relative to the private equity sector’s large buyout space, according to one firm.
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.
Canadian endowments and foundations are looking to real assets and alternatives to continue diversifying their portfolios moving forward, according to a recent study.
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.
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.
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.