Trends

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
Industry News
U.S. Reps Release Endowment Diversity Report

Universities provided an estimate of total assets under management with diverse-owned firms.

10.15.20
Announcements
Endowments’ Countercyclical Approach Boosts Endowment Returns: Report

Endowments typically invest countercyclically by decreasing active risky allocations during the run-up to a crisis, such as the Global Financial Crisis, and then increasing these allocations as risky asset prices fall following the start of a crisis, new research shows.

10.08.20
Alternatives
Pandemic Strains University Coffers, But Not Their Venture Funds

College adjacent venture funds look to capitalize on COVID-disrupted economy.

10.01.20
Industry News
University Endowments Can Help Close Wealth Gap Using Racial Equity Investing Approaches

Institutions should divest from products and firms that profit from racial disparities, according to report.

09.24.20
Industry News
Ongoing: E&Fs Rebound In Q2 As YTD Numbers Climb Closer To Even

Most nonprofits seeing returns in the low to mid-teens and year-to-date numbers rebounding to low negative single digits.

09.24.20
Announcements
Sustainability Risks Can Affect Portfolios In Various Ways And Crises Present Opportunities: Report

The world’s health and environment-related crises continue to highlight how sustainability risks can affect portfolios in a wide-ranging manner, according to new research.

09.17.20
ESG
E&Fs Must Be Mindful Of Misleading Managers When Adopting ESG: Clearbrook

Consistent communication with managers is key to an accomplished portfolio.

09.10.20