Family Offices Pivot Toward Wealth Preservation Amid Global Instability
A KPMG/Agreus survey found that family offices are focusing on shielding assets from market volatility by moving away from cash.
Research
Market Commentary, Thought Leadership Influence Manager Selection
Institutional investors value managers’ investment content, which overwhelmingly informs investment decisions, CoreData Research finds.
Review Finds Impact Investing, Fossil Fuel Divestment Do Not Harm Returns
The Rockefeller Brothers Fund beat its primary benchmark while growing climate focus and ESG integration, consultant TIIP found.
SWFs Lag in Using AI for Compliance, per IFSWF Survey
Only 15% of sovereign wealth funds use artificial intelligence in their compliance operations, according to a report from the International Forum of Sovereign Wealth Funds.
Family Offices Brace for Trade Disputes
Many family offices have adjusted their portfolios toward defensive stocks amid geopolitical concerns.
Global Asset Owners Rethink Asset Allocation Amid Market Uncertainty
Among institutional investors, 76% see tariffs as a material consideration in their decisionmaking, according to research from Morningstar.
Japan’s GPIF Research Finds Some ESG Factors Boost Corporate Value
Diversity-related and other key performance indicators led to increased corporate value, according to the $1.7 trillion sovereign wealth fund.
PRT Volumes Expected to Reach $100B Annually in Coming Years
A new J.P. Morgan report found that pension risk transfers will be among the fastest-growing product lines in the life insurance sector.
Family Offices Lean Further Into Alts, Crypto
BNY Wealth’s annual single-family-office report revealed that 74% of respondents look more favorably on cryptocurrency since the U.S. presidential election.
Half of DB Sponsors Plan to Stay in the ‘Pension Ecosystem’
As funding levels have improved, corporate finance officials are looking instead at plan design and risk management options, Mercer research found.
Response Deadline Now June 6 for 2025 CIO Outsourced Investment Manager Survey
A growing number of asset owners, plan sponsors, and institutional investors are turning to outsourced CIOs and 3(38) managers to support their investment oversight. Tell us about what drives these decisions and the value these arrangements provide.
Institutional Investors Drive Surge in Bond ETFs
BlackRock expects bond ETF assets to more than triple to $6 trillion worldwide within five years.
Approval of Dual Share Class ETF Offerings Anticipated
Among ETF issuers polled by Cerulli Associates, 69% said they either already have filed exemptive relief applications, are planning to or are considering it.
Global Asset Management AUM Reaches $128T in 2024
Market performance drove 70% of asset manager revenue last year, according to research from the Boston Consulting Group.