Trends

Trends
When It Comes To Manager Research Decisions, Improve It Rather Than Prove It: Verus

Investment manager research would improve by focusing on updating judgments with new information, a new paper finds.

04.20.21
Surveys/Studies
Investors Expected To Increase Allocations To Cryptocurrencies, Study Shows Long-Term Benefits

Professional investors are expected to increase their exposure to alternative investments, including cryptocurrencies over the next two years, according to a new study.

04.14.21
ESG
New England College Phasing Out Direct Fossil Fuel Investments

A college in New England will phase out its direct fossil fuel investments over time and make no new investments in public or private equity fossil fuel funds.

04.08.21
MRI/Social Investments
Midwest University Commits To Net-Zero Carbon Endowment, Makes Sustainable Investments

A university in the Midwest approved a new investment policy to reach a net-zero carbon footprint as well as three commitments totaling $140 million to renewable and sustainable investments at its March board meeting.

04.01.21
ESG
Rocky Mountain University Receives Report Recommending Fossil Fuel Divestment

A university in the Rocky Mountain region has received a draft report recommending it divest its endowment of fossil fuel industry holdings and reinvest in renewable resources.

03.24.21
Trends
COVID-19 One Year Ago: How Distressed Debt Provided Institutions Opportunity In An Uncertain Market

Upheaval in the markets and our lives due to the COVID-19 pandemic led to a search for investment opportunities by institutional investors – with the credit markets offering a beacon of hope for strong returns during a turbulent time.

03.12.21
Announcements
New England University Provides Update On Endowment Transition To Greenhouse Gas Neutrality

A university in New England has reduced its overall exposure to fossil fuels to less than 2% of its endowment as part of its initiative to transition its portfolio to net-zero greenhouse gas (GHG) emissions by 2050.

03.04.21
ESG
Mid-Atlantic University Pledges To Downsize Fossil Fuel Exposures

A university based in the Mid-Atlantic region agreed to significantly reduce its investments with fossil fuel companies within its endowment last week.

03.04.21
Emerging/Diverse Managers
HBCUs Reeling From Pandemic, But Diverse Managers Can Anchor Endowments For Future Growth

Historically black colleges and universities are reeling, like many other higher education institutions, from the COVID-19 pandemic’s impact on their business models.

Despite these struggles, institutions cannot and should not let those issues stand in the way of growing their endowment portfolios and diversifying them to combat the underrepresentation of diverse-owned investment managers in the approximately $70 trillion asset management industry, allocators and industry experts said.

02.25.21
ESG
Mid-Atlantic University Releases Fossil Fuel Report

A Mid-Atlantic university committee has released a report on fossil fuel divestment.

02.24.21