Trends

Industry News ESG Trends
CUNY Symposium Makes The Case For Impact Investing
Institutional investors with a social mission have traditionally been seen as sacrificing returns
12.07.17
Industry News Consultant/OCIO/Discretionary Trends
IC Members Unclear on Best Practices: Pavilion
Committee members at several institutional investors may be missing the mark when it comes to
12.07.17
Industry News Trends
Foundations and Endowments Pay Higher Fees: Callan
Foundations and endowments paid higher investment management fees than other institutional
11.30.17
Industry News Consultant/OCIO/Discretionary Trends
OCIOs Expect Replacement Searches To Increase: Cerulli
While the bulk of business for outsourced cios has traditionally been dominated by first-time
11.22.17
Industry News Domestic Equity Alternatives
Investors Up PE Despite Lower Return Expectations: NEPC
A majority of foundations and endowments intend to boost or maintain their private equity exposures
11.16.17
Industry News Consultant/OCIO/Discretionary Trends
Higher Education Institutions Lean On Third Parties To Bolster Retirement Options: Transamerica
A growing number of higher education institutions are hiring advisors and consultants to help
11.16.17
Industry News Trends
Tax Bill Undermines Higher Ed Institutions: Endowments
Institutions across the country are pushing back on a proposed tax bill from the U.S. House of
11.09.17
Industry News Domestic Equity Fixed-Income
ESG Faces Limitations In Passive Investing: bfinance
Passive strategies and semi-passive smart beta products continue to integrate ESG parameters
11.02.17
Industry News Trends
Tough Road Ahead For Foundations and Endowments; Long-Term Investment Strategies Key
Endowments and foundations shooting for 7.25% returns have their work cut out for them, according
10.19.17
Industry News Alternatives Surveys/Studies
Foundations and Endowments Bracing For Harder Times
While no end to this long bull market is in sight, some foundations are beginning to take steps to
10.19.17