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Pension Funds & Endowments
Firm
Author
Type
Pension Funds & Endowments
December 2025
The Asset Owner 100 | The most influential capital on the planet
Thinking Ahead Institute
Research
16 Pages
Thinking Ahead Institute profiles the largest asset owners in the world and how their decisions shape markets and the real economy.
Annual Report
December 2025
The Asset Owner 100
Thinking Ahead Institute
Research
16 Pages
The study reveals the world’s 100 largest asset owners are now responsible for US$ 29.3 trillion as of the end of 2024; experiencing an increase in assets of 11.3% compared to the previous year.
Portfolio Management
November 2025
The Next Chapter for U.S. Corporate Pension Plans
KKR
Research
14 Pages
KKR looks at how stronger funded status and shorter liabilities are reshaping U.S. corporate pension plans.
Portfolio Management
September 2025
A Closer Look at Long-term Returns
Commonfund
Research
5 Pages
The 2024 CCSF Study shares a closer look at long-term returns for foundations.
Portfolio Management
September 2025
Global Pension Assets Study
Thinking Ahead Institute
Research
44 Pages
The Thinking Ahead Institute published their Global Pension Assets Study, covering $58 trillion across 22 markets.
Portfolio Management
September 2025
Adapting to the Terrain: 2025 Family Office Investment Insights
Goldman Sachs
Research
44 Pages
Goldman Sachs published their 2025 Family Office Investment Insights report.
Portfolio Management
July 2025
The Risk, Reward, and Asset Allocation of Nonprofit Endowment Funds
Richard Ennis
Research
79 Pages
The authors analyze more than 800 U.S. nonprofit endowments to assess their performance, asset allocation, and risk-adjusted outcomes over two decades.
Alternative Assets
May 2025
The Demise of Alternative Investments
Richard Ennis
Research
21 Pages
Richard Ennis argues that alternative investments bring extraordinary costs but ordinary returns.
Markets
November 2024
The Asset Owner 100
Thinking Ahead Institute
Research
69 Pages
Explore the global asset management landscape through an analysis of the world’s 100 largest asset owners, uncovering their scale, influence, and the key themes reshaping the investment world today.
Portfolio Management
September 2024
Are private assets worth the effort? A study of their impact on endowments and foundations’ returns and spending
Fidelity Investments
Ian Johnson, Erika Murphy, Emil Iantchev
Research
9 Pages
Fidelity’s analysis shows nonprofits can potentially both improve investment performance and reduce spending volatility by accessing above-median private market managers.
Portfolio Management
May 2024
Analysis of Large US University Endowment Outperformance
True North Institute
Stan Miranda, David Hurdle
Research
29 Pages
Stan Miranda analyzed the performance of 12 large US university endowments and shares four key takeaways.
Portfolio Management
March 2024
FY2023 Ivy Report Card: Volatility Laundering and the Hangover from Private Markets Investing
Research
10 Pages
Fiscal year 2023 proved challenging for Ivy and elite endowments, which underperformed both smaller endowments and global benchmarks.
Portfolio Management
December 2023
Endowment asset allocations: insights and strategies
Research
20 Pages
This paper highlights the importance of asset allocation in portfolio performance, along with the relevance of various asset classes (including International Equity, Real Estate, and Natural Resources) over time.
Pension Funds & Endowments
April 2022
Endowments Record Their Best Performance Since 1989
Pictet
Research
5 Pages
Pictet Wealth Management examines why US university endowments delivered their strongest results in decades.
Pension Funds & Endowments
April 2022
Endowment and Foundation Annual Newsletter
Meketa
Research
9 Pages
Meketa Investment Group reviews the extraordinary 2021 market environment and how it translated into outcomes for endowments and foundations.
Pension Funds & Endowments
April 2022
2021 NACUBO-TIAA Study of Endowments
Nacubo
Research
16 Pages
TIAA and NACUBO analyze how US college and university endowments invested and performed in fiscal 2021.