What Does Moody’s Bad Outlook for 3 Key BDCs Mean for Private Credit?
Maybe not much. The business development company stock index has kept climbing, regardless.
Research
How and Why Higher-Quality Data Can Improve Investment Returns
A Q&A with Dane Rook, on a recent research paper he co-authored.
Strong Data Governance Can Lead to Higher Long-Term Returns
Asset owners should make sure quality data supports each investment decision, a new paper finds.
How Endowments Can Evaluate Their Sustainability Levels
A new method to assess institutions is unveiled, with the highest marks going to Lewis & Clark College.
ECB Research Finds Climate-Aligned Banks All Talk, No Action
White paper’s findings suggest that voluntary private-sector initiatives ‘may have relatively little impact on decarbonization.’
How Private Equity Damages Health Care, Jobs, Pensions, Report Contends
Study ranks states on what it sees as the harm from PE-run companies. Worst one: New Mexico.
Sovereign Wealth Funds Adopt More Tools to Monitor Climate Impact
Carbon footprinting and climate scenario analysis are among several methods SWFs now use, a survey finds.
Insurers Increasingly Interested in Private Credit, Per GSAM
Insurers who manage $13 trillion in the Americas and APAC see high returns in private credit, according to Goldman Sachs’ 13th annual global insurance survey.
Institutional Investors Remain Optimistic for 2024
A Commonfund survey of more than 200 institutions indicated confidence that the U.S. will not face a severe recession in late 2024 or early 2025.
Research Grant Contest Announced for Studying ESG Investing
Principles for Responsible Investment wants to find out how decarbonizing and other similar goals are working out in the Global South.
Asset Management Firms Intend to Increase AI Budgets
Of technology decisionmakers surveyed by Rackspace Technology, 75% expect a bigger budget in the future, and 48% said artificial intelligence has substantially increased sales at their firm.
PRT Market Headed for Another Year Over $40B, Aon Says
With Shell and Verizon both conducting large transfers in recent months, 2024 has already seen more than $10 billion.
Water-Related Risks and Challenges
From the WRI Aqueduct 4.0 review of updated decision-relevant global water risk indicators.
Which Sectors Have the Best Prospects for 2024, and Which Have the Worst?
History shows that, in up markets, the three leaders for January and February go on to romp big-time, says savant Stovall. The three laggards, on the other hand …
Marketing-Rule Compliance Survey Closes April 1
IAA and the CFA Institute are conducting a survey of adviser compliance practices on the SEC’s Marketing Rule.