Trends

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
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