Trends
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.
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.
Asset allocators are now spending more time meeting with existing managers than they were in 2020, according to a new study.
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.
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.
The 25-member committee will provide advice and recommendations to the Treasury Department on ways to advance racial equity in the economy.
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.
Long-term real assets strategies like agriculture/farmland and timberland are beginning to garner renewed interest from institutional investors as inflation continues to impact the economy.
While asset allocations for private and community foundations generally change little from year-to-year, 2021 showed movement particularly among private foundations, according to a recent study.
Real estate commitments fell in the second quarter as rising interest rates and property pricing begin to impact sector.
