Trends
Diverse-owned manager utilizes artificial intelligence to manage portfolios.
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.
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.
But uncertainty remains about future of real estate property income levels and asset prices and their effect on returns.
A religious association in the Northeast is seeking proposals from consultants to assist in implementing its racial justice investing plan.
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.