Sat, Aug 27, 2016
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
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......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Strategies - The 'Holy Grail' hedge fund strategy to handle a black swan the size of World War I, Hedge funds get more pushback on terms as enthusiasm for strategy wanes[more]

    The 'Holy Grail' hedge fund strategy to handle a black swan the size of World War I From IBTImes.co.uk: To illustrate a strategic gap common to today's portfolio managers, George Sokoloff, PhD, founder and CIO at Carmot Capital, proposes an interesting thought experiment – a breakdown of

  2. Institutional investors - Investors set to increase allocation to private debt, With investment income key, Richmond retirement system faces funding challenges[more]

    Investors set to increase allocation to private debt Investors are set to increase their allocation to private debt, with 60% revealing they believe the private debt market will grow over the next 12 months, according to a new study by Elian, a leading funds services provider. 41%

  3. Investing - Hedge funds snap up banks, unload Apple, Some of hedge funds' favorite stocks are finally starting to beat the market, Einhorn's Greenlight shifts positions, Treasury yield climbs to two-month high as Fischer joins hawks, 9 stocks smart investors put their money in last quarter[more]

    Hedge funds snap up banks, unload Apple From Barrons.com: Prominent hedge funds have a newfound love of big banks, and some have a distaste for shares of Apple, regulatory filings released last week show. The filings suggest that the funds have been pivoting their portfolios in recent mon

  4. Chesapeake energy seeks $1 billion loan to refinance debt[more]

    From Bloomberg.com: Chesapeake Energy Corp. is seeking a $1 billion loan as the company battered by cratering fuel prices and credit downgrades takes a step to address its $9 billion debt load. The natural gas producer hired Goldman Sachs Group Inc., Citigroup Inc. and Mitsubishi UFJ Financial Group

  5. Institutions - Nordic pension funds magnify focus on unlisted and direct investing, building up teams[more]

    From IPE.com: As bond yields remain at low or negative levels, pension funds and other institutional investors in the Nordic region are stepping up efforts to find higher returns by adding more unlisted investments to portfolios and are expanding in-house teams in order to do this, according to new