Passive funds breaking into ESG investing, but active managers still in demand

The space has developed a plethora of offerings that cater to novice and sophisticated ESG investors alike

Ben Shapiro 29 September, 2017

Foundations feel the heat in the donor-advised fund space

Commercial platforms have swooped into the donor-advised fund space; foundations now have to find a way to differentiate their similar programs to stay afloat

Rheaa Rao 29 September, 2017

Alternative credit roundtable

Kevin Edwards of Hartford Healthcare, Michael Welz of USI Advisors and Ben Webb of Balentine discuss the asset class

Joe Dallegro 29 September, 2017

Asset owners getting leg up through in-housing and co-investments

But these institutional investors are experiencing challenges along the way

Ben Shapiro 20 September, 2017

Active outperforms passive in first half of 2017

Natixis study shows that for the first time in two years the top performing portfolios had less exposure to passive investments

Ben Shapiro 15 September, 2017

Introducing the Institutional Asset Management Awards

The new award series is looking to recognize the best-in-class asset managers serving the institutional community

Michael Paterakis 30 August, 2017

Foundations and endowments move away from benchmarks

Institutions are lowering the number of benchmarks they use as a means to reach their investment goals

Ben Shapiro 18 August, 2017

Thematic ETFs: Tough market with few winners

Among approximately 110 thematic vehicles available, only a handful have managed to gain significant assets

Yun Li 18 August, 2017

Q&A with Jamie Stanton of UM Foundation

Stanton discussed with FER the endowment’s investment plan and its approach with manager selection

Joe Dallegro 18 August, 2017

The case for factor-based investing

The focus on outcome-based investing could be a quantum step forward in constructing portfolios

Matthew Peron and Jordan Dekhayser 18 August, 2017

Packard Foundation learning new tricks with help from investment platform

The $7bn fund’s director of investment operations discusses the software that makes life easier for his staff

Ben Shapiro 21 July, 2017

Poor returns haunting hedge funds

Asset owners have abandoned their search for the few overachievers, opting instead to shift allocations to lower-cost, more liquid alternatives

Michael Paterakis 21 July, 2017

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