The Institutional Investor Landscape

A look into family offices, SWFs, and endowments

While it may be tempting to focus solely on financial markets and economies, understanding the institutional investing landscape is equally important. We recently covered the pensions industry. In this collection we focus on family offices, sovereign wealth funds, and endowments - all crucial sources of capital for the world's financial markets and economies.

Investing in Uncertain Times: Annual Review (IFSWF)

In recent months, SWFs found it more challenging to make direct investments and consequently, activity fell back from the record highs of 2021.

Scalable Tech and Operations in Wealth and Asset Management (BCG)

The first step toward efficient and cost-effective transformation by wealth and asset managers comes from fully understanding the current industry drivers.

Family Office Investment Insights : Eyes on the Horizon (GSAM)

This report examines family offices across the globe that are institutional in nature, looking at their asset bases and at their investment management functions.

Optimal Spending of a Wealth Fund (Norwegian School of Economics)

This paper looks at the optimal investment strategies and optimal spending from an endowment fund consistent with the life cycle model.

Endowment Spending Amid Record Inflation (Cambridge Associates)

An excellent analysis on the impact high inflation is having on institutional operating budgets and the endowments' ability to keep pace with the current macro environment.

Governance, Sustainability & Resilience of State-Owned Investors (Global SWF)

The results from this in-depth survey show that sovereign wealth funds continue to improve their best practices when it comes to governance, sustainability, and resilience.

Family Office Direct Investing Survey Report (Dentons)

A total of 188 family office respondents from 32 countries took part in this survey which sheds light on the latest trends underpinning the family office space.

Philanthropy in Multi-Generational Families (N.C. for Family Philanthropy)

Families have many goals for their family philanthropy. However, to reach their philanthropic goals, family members need to network and cooperate.

Best Practices in Family Office Investment Management (Partners Capital)

Large concentrations of wealth reside within family offices, which function as financial institutions. These investors are crucial for the preservation of generational wealth.