Trends

Industry News Trends
Large Community Foundations Favor Active Investment Strategies Compared to Smaller Peers: Report
Community foundations are relatively split in their views on active and passive investment
09.08.16
Industry News Trends
Foundations Find Difficulty Generating Posting Positive Returns in Low Return Environment: Study
 Private foundations and community foundations continued their downward performance trend in 2015,
08.25.16
Industry News Trends
F&E's Median Annual Returns Trail Peers: Wilshire
Foundations and endowments suffered median negative returns for the first time since the 2009
08.11.16
Trends
Institutions, Consultants & Managers Seek to Identify Extent of Brexit Wounds
Institutional investors are attempting to decipher the long-term effects of the U.K.’s recent
07.07.16
ESG Consultant/OCIO/Discretionary Trends
Consultants, OCIOs Look to Make More Impact In ESG Market
A growing number of investment consultants are integrating environmental, social and governance and
06.23.16
Industry News Hedge Funds Alternatives
Investors Should Defend Against Climate Change Risk; Look for Evolving Opportunities: Cambridge
Institutional Investors should position themselves to defend against long-term market risks
05.19.16
Industry News ESG Trends
F&Es Slow to Implement Impact Strategies: NEPC
More than two-thirds of nonprofit organizations do not currently utilize impact-related investment
05.05.16
Industry News Domestic Equity Fixed-Income
Endowments Exhibit Highest Use of Active Management Among Nonprofits: Study
Endowments favor putting their investment managers to work compared to other nonprofit investors,
04.28.16
ESG Trends
Rockefeller Family Fund Announces Fossil Fuel Divestment
The Rockefeller Family Fund will divest its $130 million investment portfolio from fossil fuels “as
03.24.16
Industry News Trends
Cautious Optimism on Long-Term Returns Shifts to Negativity: Commonfund
Investors’ return expectations declined for a fourth consecutive year as institutions are settling
03.03.16