Trends

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
Industry News People Moves Trends
Staffing A Main Challenge For PE Programs: Callan
Internal staffing is one of the most challenging issues facing institutional investors looking to
09.26.17
Industry News People Moves Trends
Aon To Acquire Townsend Group
Aon will acquire real estate consulting firm Townsend Group from Colony NorthStar for $475 million,
09.05.17