Trends

Industry News ESG Trends
Composite ESG Scores May Be Inconsistent, Cause Challenges For Portfolio Construction: Axioma
Portfolio managers who use composite environmental, social and governance scores as an alpha signal
04.04.19
Industry News Consultant/OCIO/Discretionary Trends
Ousourced CIO Services On The Rise For Nonprofits Demanding More Options: Blackrock
With the outsourced cio industry evolving in the extended bull market and client expectations
03.28.19
Industry News Alternatives Non-U.S. & Global Fixed-Income
Institutions Seek To Diversify Alpha In Wake Of Volatile Market And Low Returns: Fidelity
Institutions concerned about low returns and more volatility are pursuing different portfolio
03.28.19
Industry News ESG Trends
Shareholder Engagement Mitigates Environmental and Portfolio Risk: Wespath
Wespath Benefits and Investments’ more than 20 years of engaging companies on climate change issues
03.28.19
Industry News Surveys/Studies Trends
ClearView Seeks Nonprofits To Participate In Fee Study
ClearView Fiduciary Alliance has issued an open invitation for foundations, endowments and
03.28.19
Industry News Trends
Asset Managers Must Recognize Unique Goals Of Nonprofits To Get Hired
Asset managers must understand and recognize the unique goals and objectives of nonprofits in order
03.21.19
Industry News Trends
Nonprofit Boards Need More Than Investment Savvy Members: Northern Trust
Strong board governance practices can steer a nonprofit’s investment portfolio through good and bad
03.21.19
Industry News Trends
Next Generation Moves Foundation Focus Toward Racial Equity, Impact Investing: Report
The next generation of foundation and endowment investors will be driving trends toward areas
03.07.19
Industry News Trends
Independent School Long-Term Returns Experienced 2018 Growth: Commonfund
Endowments at private, nonprofit schools teaching kindergarten through the 12th grade showed
02.28.19
Industry News Trends
Objective Risk Measures Revealed To Determine E&F Portfolio Strategies
The portfolio strategies of endowments and foundations lack statistical figures to effectively
02.21.19