Trends

Surveys/Studies
Institutional Investors Worried, But Prepared For 2020 Market Conditions: Natixis

Institutional investors are increasingly worried about how their portfolio performance will be impacted by market conditions in 2020, according to a new survey from Natixis Investment Managers.

12.12.19
Surveys/Studies
Study Reveals Negotiated Fees For Institutional Investors: Callan

Pressure to lower fees on traditional active management along with smaller average mandate sizes and a move toward private markets have brought on a decline in active investment manager fees when compared to published fees.

12.11.19
Industry News
Managers Must Establish And Maintain Relationships With OCIO Providers For Growth

New research shows that developing and maintaining outsourced cio relationships are crucial components for managers to win mandates.

11.13.19
Announcements
Vermont College Merges With College In Boston

A liberal-arts college in Vermont will merge with a small Boston college.

11.07.19
Industry News Emerging/Diverse Managers Trends
NEPC Unveils The Future Fundamentals Of Investing

Sustainability, diversity and inclusion and innovation are the three largest drivers for investment success moving forward, according to investment consultant NEPC.

10.28.19
MRI/Social Investments
Northeast College To Phase Out Fossil-Fuel Managers, Exclude Future Investments With The Firms

A college in the Northeast will begin the immediate phaseout of all current investments with fossil fuel-specific managers in its endowment and will exclude all future investments with fossil fuel-specific managers.

10.24.19
Emerging/Diverse Managers
NACUBO Responds To Congress’ Call For Increased Endowment Mgmt. Diversity

The National Association of College and University Business Officers (NACUBO) “is keenly focused on the importance of diversity in asset management positions, as well as diversity in the business officer profession as a whole,” according to a letter from President and CEO Susan Whealler Johnston in response to a letter from six members of Congress that requested the association take a closer look at diversity in endowment management.

10.24.19
Industry News
E&Fs Maintaining Investment Exposure To China Amid Challenges

The majority of endowments and foundations with investment exposure to China have no plans to change that exposure.

10.23.19
Trends
MLP Pipeline Drying Up: The Rise And Demise Of Master Limited Partnerships

Pension plans are beginning to dump Master Limited Partnerships (MLPs) after losing patience with an asset class that largely has not lived up to expectations.

10.22.19
Surveys/Studies
Declining Fees Give Way To Value For Investors: Study

Declining investment management fees across certain asset classes provides one way for investors to obtain better value for their money, according to a study from bfinance.

10.07.19