Analysis

Investors anticipate more volatility, rise in active management in 2018: Natixis

Volatility is one of the reasons that a large portion of survey participants expect a shift toward active management next year

Rheaa Rao 5 December, 2017

GOP tax bill to affect endowments’ investment habits

The Republican-led tax reform could force nonprofits to allocate more capital to liquid assets

Ben Shapiro 27 November, 2017

Endowments place vote of confidence in hedge funds

A look at the allocations of the 10 largest endowments indicates that U.S. universities continue to have faith in hedge funds

Chris Clair 27 November, 2017

Q&A with Ball State’s Tom Heck

Private and public equity markets are overvalued are ripe for a correction, Heck says

Joe Dallegro 27 November, 2017

The winners of the 2017 Institutional Asset Management Awards

The best-in-class investment managers were honored at Fund Intelligence Group’s inaugural Institutional Asset Management Awards

Michael Paterakis 17 November, 2017

Nonprofits turn to factors for higher returns, lower risk

Portfolio construction using a factor-based investment approach is gaining in popularity

Michael Paterakis 27 October, 2017

UC endowment switching to traditional model at perfect time

The nonprofit reaped 15.1% returns with a 45% allocation to public equities this past fiscal year

Ben Shapiro 27 October, 2017

Q&A with WARF CIO Carrie Thome

Thome discussed with FER the foundation’s investment philosophy

Joe Dallegro 27 October, 2017

Amid bull market, endowments should resist greed

It’s critical for endowments to assess their overall needs to determine if higher risk can be tolerated, writes Plante Moran’s Mark Dixon

Mark Dixon 27 October, 2017

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




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