Trends

Trends
Q3: Institutions Seek Opportunistic Strategies In Uncertain, High Rate Environment

Institutional investors have become increasingly attracted to opportunistic and special situations investments across the broad real estate and credit sectors due to interest rate hikes and capital market dislocation, which the industry finds will likely continue into 2024.

11.13.23
Emerging/Diverse Managers
Consultants Should Look Beyond Firm Ownership In DEI Efforts: NEPC

The consultant believes adding diverse-owned firms is not the only way nonprofits can achieve their DEI-related investment goals, and their consultants should assist them to evaluate several different approaches.

11.02.23
Trends
Artificial Intelligence Advancement Presents Opportunities For Emerging Managers: Xponance

Artificial intelligence could be a boon for emerging or diverse-owned investment managers, though the trend carries some risks, according to the firm.

10.26.23
Trends
Insights: As Investors Diversify, Risk-Mitigating Strategies Can Provide Guardrails

This article is the second part of a two-part series from Meketa Investment Group executives examining active allocation strategies tailored to today’s market.

10.25.23
Trends
Insights: Active Markets Demand Active Allocation Strategies

This article is part one of a two-part series from Meketa Investment Group executives examining active allocation strategies tailored to today’s market.

10.19.23
Trends
Private Markets Firm Sees Opportunity In Quality Industry Leaders, PE Sub-Sectors: Webinar 

Investors can find opportunities for growth with “resilient” portfolio companies in certain sub-sectors of private equity that can prove to be beneficial in an inflationary environment.

10.02.23
Trends
E&Fs Must Comprehend Complex OCIO Market Before Hiring Decision: Webinar

Institutions looking into the discretionary investment management should focus on whether outsourced cios are independent, objective and have the necessary market experience.

09.28.23
Trends
Short-Term Bonds, U.S. Stocks Attractive As Recession Signals Fade: Angeles Investment Advisors

The Santa Monica, Calif.-based outsourced cio firm is overweight on asset classes that capitalize on a strong U.S. economy buoyed by strong economic and consumer activity.

09.13.23
Trends
Q2 2023: Private Infrastructure Offerings Gain Steam, Contribute To Hire Uptick

Institutional commitments to private infrastructure funds increased in the second quarter given attractive characteristics—like providing an inflation hedge or cash yield—and product offerings that have gained steam in recent years, a trend that will likely continue into the second half of 2023 and beyond.

08.14.23
Emerging/Diverse Managers
How E&Fs Can Build A Diverse Board Pipeline: Video

Firm lays out how an endowment or foundation can build a robust pipeline of diverse board members, starting with the creation of a board member matrix.

08.01.23