Trends

Trends
Currency Hedging & The U.S. Dollar: An Opportunity

The relative strength of the U.S. dollar in recent months has industry experts feeling it is an opportune time for some institutions to expose their portfolios to currency hedging.

11.21.22
Surveys/Studies
Plan Sponsors Admit Inflation, Interest Rates Are Biggest Concerns For Markets: Survey

Corporate and healthcare pension plan sponsors agree that combating inflation and rising interest rates are among the biggest risks to markets over the next year, according to a recent survey.

11.17.22
Trends
Q3 2022: Private Credit Hires Remain Constant As Opportunities Persist

Private credit remains an attractive investment opportunity for institutional investors as manager hires remained consistent in the third quarter, FIN Searches data shows.

11.14.22
Industry News
Institutions Must Hedge Against Tail Risks In Uncertain Times: Study

Many institutions are not prepared for rare and unexpected tail risks that keep them up at night such as an unexpected liquidity crunch or a cyberattack, but investors can hedge against these risks to prepare for the worst, a new study finds.

11.10.22
Industry News
Texas Plans Remain With BlackRock While Eliminating Direct Holdings

Texas state governmental agencies appear to be continuing external manager relationships with BlackRock while being forced to divest direct holdings exposure to the firm as it is included in Comptroller Glenn Hegar’s initial list of financial companies that boycott energy companies.

11.09.22
Trends
Existing Managers Have Allocator Attention, Identifying Core Tasks: Study

Asset allocators are now spending more time meeting with existing managers than they were in 2020, according to a new study.

11.03.22
Trends
Keeping A Record: Managers Must Archive Communications To Avoid SEC Fines

Investment managers can avoid fines by making sure their employees use applications that archive communications while also maintaining appropriate policies and procedures for staff compliance, according to law firm Troutman Pepper.

11.02.22
Trends
Emerging Opportunity: Nonprofits Seeing Potential In Active Emerging Markets Equity

Many nonprofit investors, investment advisors and managers agree that an active equity strategy that can invest in China is the key to capturing returns above U.S. equities.

10.19.22
Trends
Treasury Department Forms Racial Equality Advisory Committee

The 25-member committee will provide advice and recommendations to the Treasury Department on ways to advance racial equity in the economy.

10.13.22
Surveys/Studies
E&Fs Must Bolster Investment Staffs To Support Planned Alts Allocation Increases: Report

Endowments and foundations’ have seen substantial asset growth in recent years, “straining the system, including investment staff, IT, and various support functions,” but 71% of surveyed cios said they did not need to add more personnel.

09.29.22