Trends

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
Insights
Healthcare Investors See Opportunity In Tech-Focused Venture Funds, DEI Initiatives: Webinar

As healthcare industry assets continue to grow, investment professionals have reaped the benefits of private equity opportunities and will focus on venture capital, technology-related assets and diversity, equity and inclusion initiatives to fuel further growth, according to a recent webinar.

07.08.21
ESG
ESG Investing Launches Anti-Greenwashing Accreditation Service

Multi-media platform ESG Investing has launched Greenlight, an accreditation service for ESG funds and products, according to an announcement.

07.01.21