Trends

Announcements
BlackRock Acquiring Equity Index Manager

BlackRock has agreed to purchase an equity index manager for approximately $1 billion in cash.

11.25.20
Announcements
U.S. Sustainable Investment Sees Impressive Growth Among Managers, Foundations

Transparency in ESG investing from managers is expected to increase as assets under management in the sustainable investment space continue to well, according to recent research.

11.25.20
Announcements
Investors Confident In Sustainability Despite Challenges

The sophisticated demands of institutional investors continue to present challenges for the sustainable investment landscape as more allocators consider sustainability within their portfolio, according to new research.

11.19.20
Announcements
Western Foundation Creates Public-Private Partnership For Utility System

A foundation based in a Western state will lease its steam plant and utility system as part of a public-private partnership and invest a sizeable portion of the deal’s proceeds.

11.19.20
Emerging/Diverse Managers
Two Foundations Partner To Improve Investment Industry Diversity And Transparency

Two Midwestern foundations have partnered with a financial technology firm to survey and assess the racial and gender diversity makeup of the U.S. asset management firms that invest their assets.

11.12.20
Surveys/Studies
Managers Increase ESG Integration For Portfolio Opportunities: Survey

Investors are seeking broader information around environmental, social and governance (ESG) factors as they analyze investment opportunities and managers are increasing the use of ESG integration for client portfolios to boost asset growth, according to a recent survey.

11.12.20
Announcements
Ivy Endowments Underperform U.S. Stock And Bond Portfolio For Second Year In A Row: Research

All but one of the eight Ivy League endowments underperformed a 60/40 portfolio of U.S. domestic stocks and bonds in the 2020 fiscal year for the second consecutive year, according to recent research.

11.05.20
Emerging/Diverse Managers
New England University Asks Investment Managers About Diversity

A New England-based university sent a letter to the investment managers in its endowment asking them to cooperate in tackling the issue of the lack of women and minorities in the asset management industry.

10.29.20
Trends
Investors Should Vote For Long-Term In Assessing Election Fallout

With the 2020 U.S. Presidential election just one week away, many in the institutional asset management industry are urging investors to focus on their long-term investments rather than the short-term outcome of who will spend the next four years in the White House.

10.27.20
Industry News
Endowments Lead Pack Of Institutions Considering ESG For Future Investment Decisions: Survey

Endowments and foundations have incorporated ESG factors at a higher rate than other institutions.

10.15.20