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Alternative Market Briefing

Study finds close to half of endowments and foundations plan to increase allocation to alternatives

Wednesday, December 11, 2013

Beverly Chandler, Opalesque London:

The endowment and foundations investment consulting firm NEPC has published the results of its first NEPC Poll which attempts to measure endowment and foundation confidence and sentiment related to the economy, investing and market performance.

"Generally speaking, we found that senior investment professionals at endowments and foundations are feeling reasonably sanguine about the state of the US economy, with 86% noting it’s in a 'better or the same place as this time last year,’ and they’re similarly satisfied with their organization’s 2014 financial prognosis," said Cathy Konicki, Partner and Head of NEPC’s Endowment & Foundation Practice Group. "Interestingly, against this backdrop of economic approval and robust market performance, results show endowments and foundations are paring back on their allocations to US equities and fixed income in favor of a range of alternative assets."

When asked which asset class exposures they plan to change in 2014, respondents overwhelmingly indicated a desire to increase their alternative investments exposure. Specifically, roughly 40% said they plan to raise their allocations to hedge funds and real assets, 32% plan to increase their share of private equity, and 33% will escalate their private deb......................

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