Trends

5 Questions
5 Questions With Rockefeller Brothers Fund Executive V.P. of Finance and Operations Geraldine Watson

Gerry Watson has worked at the Rockefeller Brothers Fund for nearly 30 years, and is responsible for the oversight of its approximately $1.3 billion endowment, accounting, technology and operations functions as well as the Rockefeller Family Fund, the David Rockefeller Fund and several of the fund’s affiliates.

06.10.24
Profiles
5 Questions With Utah School & Institutional Trust Funds Office CIO Peter Madsen

Peter Madsen, who has served as director and cio of the Utah School & Institutional Trust Funds Office for almost nine years – helping oversee and manage its approximately $3 billion permanent school fund, took the time to answer five questions, plus a few extra, with FIN|News.

05.28.24
Trends
Q1 2024: Small-Cap Equity Hiring Sees Uptick

Publicly-traded large-cap companies continue to garner the attention of media and investors, but allocator interest is beginning to look down market to the small-cap sector.

05.13.24
Trends
Concerns Remain As Future Inflation Looms: Webinar

Obstacles to cutting interest rates remain as inflation appears to be flattening out rather than continuing to drop toward the Federal Reserve’s 2% target.

05.02.24
Surveys/Studies
Top Investment Consultants Gain Influence As Institutions Increasingly Rely On Services

Investment consultants have always been a crucial part of the U.S. institutional asset management business and new data finds the industry’s top consultants are becoming more influential than ever.

04.24.24
Surveys/Studies
Diversity Transparency Remains Disappointing Among Half Of The Largest Endowments: Study

Study on the diversity of higher education’s asset managers found just 18 institutions fully participated by providing data for the study, while an additional eight self-reported their data.

04.18.24
Trends
Female-Led PE, VC Firm Quantities Grow But Underrepresentation, Challenges Remain: Women’s History Month

Despite a rise in female-led firms within private equity and venture capital last year, women remain significantly underrepresented in the space and Women’s History Month offers even more reason to celebrate their successes while additionally providing access to talented, under-the-radar females in today’s challenged market.

03.28.24
Trends
Continuation Funds Can Provide Growth Opportunities For Certain Institutions

Continuation funds within the broad private equity space are increasing in popularity and, depending on liquidity needs, these vehicles can provide opportunity for increased returns within LPs’ diversified portfolios in the current market environment.

03.25.24
Surveys/Studies
Energy Transition Sparks Interest, Private Markets Prioritized Among Growing Alts. Allocations: Nuveen

The energy transition is drawing interest from institutions as more than half believe they can “significantly influence” its progress, a new study finds.

03.21.24
Trends
Assetology: A Look At The Endowments Of Men’s NCAA Tournament Teams

While the upsets, buzzer beaters and Cinderella stories will take place on the hardwood, Nonprofit News examined how each team stacks up off the court from an endowment perspective.

03.21.24