Trends

Surveys/Studies
Endowments Must Explore Non-Core Positions To Meet Targeted Returns Amid Uncertain Market Environment: Study

Institutions should take a fresh look at financial and investment strategies to address challenges to their business models and maintain optimal asset allocations to meet a 7.5% historical return target, particularly in the face of a long-term era of muted returns, according to a recent study.

02.19.21
Trends
Bitcoin: Does Hype Outweigh Potential Risk For Institutional Investors?

With Bitcoin (BTC) making waves and headlines worldwide in a bull run over the last several months, the institutional investment space is divided on the advantages and disadvantages that the “magic internet money” can bring to portfolios.

02.09.21
Announcements
Manager Recovery Efforts, Revised Business Approaches Follow COVID-19 Disruption: Report

Investment managers will be increasingly judged on their client engagement and interaction as the industry continues to undergo a digital transformation brought on by the COVID-19 pandemic, according to recent research.

02.04.21
Surveys/Studies
Value Managers Garner Interest In Q4 As Equity Markets Continue Surge

Despite growth stocks grabbing the headlines during the market surge following the early days of the COVID-19 pandemic, fundamental value managers began to see more interest in the fourth quarter as the market started to shift.

01.25.21
Profiles
Soon-To-Be-Published Children’s Book Provides Accessibility To Finance, Investing Terms

Consultant hopes new children’s book will provide access and awareness about the investing world.

01.19.21
Industry News
Nonprofit News Special Report: 2021 Alternative Investments Outlook

Alternatives will play an even more critical role in helping nonprofits reach spending plus inflation targets in 2021 as they seek income and downside protection that low-yielding bonds markets and equity markets cannot.

01.14.21
Industry News
Nonprofit News Special Report: 2021 Traditional Investments Outlook

Nonprofit investors are expecting positive but muted returns from the equity and bond markets in 2021 after their portfolios generated solid performance in a year that upended global financial markets and saw unprecedented volatility.

01.07.21
MRI/Social Investments
Mid-Atlantic Foundation To Divest From Fossil Fuels

A foundation in the Mid-Atlantic region will divest its endowment from existing fossil fuel interests while refraining from future fossil fuel investments.

12.18.20
Trends
Investment Management Space Celebrating Holidays With A Virtual Twist

2020 seemingly moved at a snail’s pace and warp speed all at the same time and as the year of interminable days finally comes to a close, a number of firms in the industry are celebrating the holidays with a different twist than they did in years past – through virtual holiday parties.

12.17.20
Industry News
Institutions Trend Toward Private Assets, Active Management Amid Market Uncertainty: Survey

Investors make these changes as they wait for global economy to recover.

12.10.20