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Alternative Market Briefing

JP Morgan AM sees changing trends in institutional investments

Thursday, August 27, 2015

Benedicte Gravrand, Opalesque Geneva:

In a market environment that is likely to be characterized by lower absolute beta returns, institutions are reviewing their return drivers accordingly, says a recent report.

J.P. Morgan Asset Management released its latest Investment Insights paper identifying current themes driving investment decisions for endowments and foundations in today's volatile economic environment. The paper – "Seeking direction in a volatile market" – highlights prevalent trends in nonprofit investment management, as well as areas of opportunity for investors.

Endowments and foundations have benefited from double-digit returns in recent years; they generated 15.5% in fiscal year 2014 as a result of strong U.S. public equity markets, a shift to alternatives and longer-lived investments. However, many are reconsidering the drivers of past returns and are looking to make mid-cycle changes, just as volatility and interest rates are increasing, and global macroeconomic and financial cycles start to normalize.

Source: J.P. Morgan A.M.

Furthermore, nonprofit organizations are looking to preserve returns in a risi......................

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