Trends

Surveys/Studies
Performance Leading Community Foundations To Shift From Alternatives, Reduce Spending: Survey

Foundations continue to shy away from alternative asset classes and have reduced spending in light of lower expected returns, according to a recent study from an investment consulting firm.

08.08.19
Alternatives
Healthcare Sector Sustains Optimistic Outlook For 2019 Economy

Healthcare systems have worked to reduce their exposure to alternatives on the heels of the volatility that impacted the market in the fourth quarter of 2018, according to a recent survey from an investment consulting firm.

07.25.19
Daily Feed
Hedge Funds Face Growing ESG Demand From Endowments, Foundations

Hedge fund managers face increasing demands from asset owners who covet improved ESG reporting standards and increased commitment to ESG, a new study finds.

07.25.19
Industry News
Student Loan Interest Considered Part Of Investment Income For University Endowments Facing Excise Tax

Approximately 40 institutions will be affected by last year’s approved excise tax on net investment income of private colleges and universities, according to proposed regulations from the Internal Revenue Service.

07.11.19
Industry News ESG Trends
Firms Must Overcome Barriers For Inst'l ESG Embrace
ESG-focused investment managers can pursue several different avenues to overcome barriers and win
06.27.19
Domestic Equity Fixed-Income ESG
Washington Fdn. Pivots Toward Impact Investments
Bainbridge Community Foundation is shifting its portfolio toward impact investment equity and
06.27.19
Industry News ESG Trends
Catalytic Capital Affects Impact Investments In The Nonprofit Community
While impact investments have substantially grown in recent years, more organizations have recently
06.13.19
Trends
Outsourced CIOs Eye Alternatives
U.S. outsourced cio providers are increasingly looking for alternative investments to diversify
06.12.19
Trends
Request For Proposals: Best Practices & Technologies That Can Help

RFPs are a key aspect of asset management firms’ business development and marketing and a successful approach to proposals requires organization and a sufficient allocation of time and resources.

06.12.19
Industry News Alternatives Trends
Outsourced CIOs Turn Toward Alternative Private Asset Classes
U.S. outsourced cio providers are increasingly looking for alternative investments to diversify
06.06.19