Trends

Industry News ESG Trends
ESG Factors Should Be Integrated Into Standard Holdings Evaluations: NEPC
Environmental, social and governance (ESG) factors should be integrated into the traditional
11.19.15
Trends
Energy Dislocation Strategies Offer Promise, Though Volatility Still In Question
A sharp drop in oil prices, the largest decline since 2000, has presented opportunities for both
04.23.15
Trends
More Assets Pour Into Alternatives In 2015, But At What Cost?
For all of the focus placed on new allocations to alternatives in the past year, the decision of
01.15.15
Trends
Decoding Volatile Equity, Fixed-Income Markets Key For 2015
In a year where strong equity returns boosted the market values of many endowments and foundations
01.08.15
Trends
Fossil Fuel Divestment Trend Raises Debate Among Nonprofits, Opportunity For Managers
While the movement to divest from fossil fuel holdings has only impacted a handful of nonprofits
08.14.14
Trends
Transition Management Changes Highlight Evolving Investment Marketplace
The recent exits of BNY Mellon, Convergex, J.P. Morgan and Credit Suisse from the transition
06.12.14
Trends
New Endowment Model Forged By Maryland, Rivaling Ivys

Looking to break away from a model pioneered by Yale University and other large endowments of investing heavily on in-house talent to identify the best asset managers, the University System of Maryland Foundation is attempting to forge its own path through a unique, yet unproven, structure.

01.23.14
Trends
Investors Still Touting Value of Credit, Real Assets For 2014
Following a 2013 where public equities stole the show in returns, investors said that there are
01.09.14
Trends
Cautious Optimism In Equity, Fears of Fixed-Income Highlight 2014
Institutional investors are taking a cautious but optimistic approach to the equity markets heading
01.02.14
Trends
Are Alpha Chasers Better Off Going Passive? Study Says Yes
A recent study has found that long-term asset allocation is the key aspect to generating higher
11.21.13