Trends

Surveys/Studies
Short-Duration Benefits Healthcare Systems In High Rate Environment, But Caveats Exist: Report

Given available yields in short rates and “superior” liquidity in the current high interest rate environment, healthcare systems can benefit from allocating new funds to short-term tiers, according to a recent report.

03.15.23
Industry News
NACUBO To Partner With Commonfund For 50th Annual Endowment Study

The National Association of College and University Business Officers has reentered a partnership with Commonfund for help in the development and publication of its annual study of college and university endowments.

03.15.23
Trends
Consultants, Institutions Continue To Assess SVB Fallout

Investment consultants and institutional investors continue to monitor the fallout of Silicon Valley Bank’s recent failure and its ongoing effects on the market.

03.14.23
Trends
Silicon Valley Bank’s Effects On Market Still To Play Out

The indirect impact of the Silicon Valley Bank situation on institutional investors will take time to fully assess as Federal Reserve actions to backdrop depositors is digested by the markets.

03.13.23
Surveys/Studies
Institutions Cautiously Optimistic Toward Future Performance:  Survey

Institutions are not as pessimistic about future economic performance as they were last year and their sentiments have shifted to cautious optimism, according to a recent survey.

03.09.23
Industry News
Nonprofits Set To Increase Alts. Allocations As More Hire Outsource CIOs: Survey

A new survey showed that many nonprofit investors expect to increase their allocations to alternative assets this year for diversification benefits and to increase portfolio performance.

03.02.23
Emerging/Diverse Managers
HBCUs Can't Go It Alone In Supporting Diversity

By now, most know that less than 2% of the U.S.-based investment man­agement industry’s $82 trillion in assets is handled by diverse managers. Maybe less know that historically Black college and university endowments make up an even smaller percentage of higher edu­cation endowments nationally.

03.02.23
Trends
Q4 2022: Non-U.S. Equity Manager Hires Reign Over Domestic Equities

Non-U.S. and global equity saw greater interest than domestic strategies during the fourth quarter, according to FIN Searches hiring data.

02.21.23
Surveys/Studies
Universities See Sharp Decline In Average Endowment Return, Long-Awaited By Industry: Study

Higher education endowments’ average investment return was down sharply in the 2022 fiscal year ending June 30 reflecting a sudden entry into the long-anticipated low-return environment, according to a recent study.

02.17.23
Surveys/Studies
Responsible Investing, ESG Principles Gaining Steam Among Colleges & Universities: Study

U.S. colleges and universities’ adherence to ESG principles is growing as institutions have increased their commitment to ESG in their investments policies and portfolios, while others are considering incorporating policies, according to a recent study.

02.17.23