Coronavirus - COVID-19
Endowments Weather Pandemic Better Than in Great Recession
Larger endowments outperform smaller ones due to less US equity exposure.
Tag: survey
Coronavirus - COVID-19
Roller Coaster Markets Don’t Dampen Investor Optimism
Despite whipsaw market volatility, financial professionals expect only modest declines in 2020.
Alternatives
Alternative Investors Target Health Care, Logistics, Shun Real Estate
Managers see short-term disruption from pandemic but are optimistic about the long term.
Asset Allocation
Institutional Investors to Reduce Real Estate Investments in 2020
Pension funds, endowments, foundations plan to cut property commitments by 11%.
Alternatives
Most Institutional Investors Are Sticking to Their Private Market Allocations During the Pandemic
A survey by Eaton Partners concludes many institutional investors are keeping their allocations to private assets the same or increasing them.
Coronavirus - COVID-19
Europeans Worry About Financial Future in Low Interest Rate Environment
A joint research paper concludes Europeans are most worried about their ability to save for retirement.
Pensions
Canadian DB Plans Rebound in 2019, Return 14%
Strong comeback from 2018 losses provides second-highest return in 10 years.
Market Moves
Plan Sponsors See Recession in Three Years, Lower Targets
NEPC survey finds LDI investors have better-funded plans.
Negative Sentiment Toward Private Equity Firms’ ‘Predatory’ Behaviors Impacting Investors
Mounting criticism from high-profile political figures is influencing thinking.
Endowments and Foundations Sticking It Out with China
Despite volatility, long-term institutional investors see no reason to change strategy, NEPC study says.
CIO’s Transition Management, LDI Surveys Extended
Surveys to remain open until Sept. 20.
Respond to CIO’s Transition Management Survey Today
Survey tracks best practices and vendor experience/capabilities.
Research
Endowments Increasingly Dour About Economy
Survey finds number of foundations fearing slowdown has tripled.
CFOs Are Optimistic about the Near-Term Future, Survey Says
In Deloitte poll, some 58% say now is a good time to take risks.
Standards and Professionalism Outrank Returns in Trust-Based Survey
Surveyed investors prefer advice from human interaction versus AI, whereas tech is preferred as strategy tool.