What Keeps Endowments and Foundations Up at Night?
More than 80% of E&F investors are worried about not being able to meet long-term goals and critical funding needs 10 years from now, according to NEPC.
Asset Allocation
Fed Rate Rise 'Not the Only Show in Town'
“Diversify more, expect less” in 2015, say strategists—and don’t dwell too much on the next Federal Reserve announcement.
Managers Stockpile Cash as Tail Risk Fears Grow
A survey of fund managers revealed a level of wariness not seen since 2008.
Why the Richest Schools Invest More in Alts
Endowments with high and consistent income streams were more likely to invest in alternatives—and at a higher percentage, according to a paper.
Private Debt Supply Lines Swelling, Says Moody’s
Good times are ahead for private debt investors, says a ratings agency report.
Brazil Poses Biggest EM Contagion Risk, Warns Fitch
South America’s leading economy is stuck in recession and is susceptible to major contagion risks, Fitch Ratings says.
Preqin: US Investors Set Sights on European HFs
Despite turbulence across the Atlantic, US-based asset owners made up 82% of investors with appetite for European funds.
Why Too Much Research Produces False Factors
Research Affiliates’ Jason Hsu has claimed that the proliferation of investment “factors” is based on “data mining” and is inherently flawed.
Investors Call Time on Unlisted Infrastructure Funds
Assets, funds, and transactions are down in the sector after a bumper start to the decade.
Global Alts to Break $15T in Five Years, PwC Says
Sovereign wealth funds are likely to be the main driver of growth in alternative assets, a report claims.
When (Not) to Buy a Hedge Fund
Why it could pay to consult a calendar before committing to a hedge fund.
ESG Momentum Tilt Shows Outperformance
MSCI research shows a momentum approach to ESG can prove fruitful.
$20 Billion Club: De-Risking Gathers Pace
Members of the “$20 billion club” stepped up their de-risking activity last year, Russell Investments reports.
Qatar SWF Said to Plan Overhaul of $304B Portfolio
The opaque sovereign wealth fund is reportedly seeking to introduce asset allocation targets for the first time.
The Next ESG Hot Spot: India?
As India’s PM tries to shake off its “corruption” label, new research has shown how much money can be made cleanly.