Quarterly Trends Briefing
Each quarter we highlight potential allocation opportunities and risks for asset managers as well as broader insights on the state of global institutional markets. Expect data-driven analysis, market outlooks, and guest industry speakers sharing their expertise on emerging trends.
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Latest
Q4 Quarterly Trends Briefing Featuring Insights from CAPTRUST
Catch up on our December 9 session exploring shifts in asset class performance, capital flow trends, and the key investment themes shaping 2026 strategies.
Featuring exclusive insights from CAPTRUST Directors of Investment Research:
- Seth Vermillion, Director – Investment Research, CAPTRUST
- Kevin Van Buskirk, Director – Investment Research, CAPTRUST
This session equips you with forward-looking intelligence for portfolio positioning, risk mitigation, and growth opportunities across private and public markets.
Replay
More in This Series:
September 2025
Watch the September 2025 Quarterly Trends Briefing for insights on asset class performance, flow drivers, investor research activity, ESG trends, and opportunities for managers, featuring expert commentary from Olivier Cassin and Robert Doyle of bfinance.
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Watch the September 2025 Quarterly Trends Briefing for insights on asset class performance, flow drivers, investor research activity, ESG trends, and opportunities for managers, featuring expert commentary from Olivier Cassin and Robert Doyle of bfinance.
June 2025
In this session, our research team was joined by Russ Ivinjack, Global Chief Investment Officer, and Chris Riley, Head of Global Equity Manager Research, at AON as we covered and discussed asset class performance, flow drivers, investor research activity, ESG, and areas of opportunity for managers.
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In this session, our research team was joined by Russ Ivinjack, Global Chief Investment Officer, and Chris Riley, Head of Global Equity Manager Research, at AON as we covered and discussed asset class performance, flow drivers, investor research activity, ESG, and areas of opportunity for managers.
March 2025
Join Nasdaq eVestment as they analyze and discuss Q4 2024 asset class returns and 2024 aggregate out/underperformance across asset classes, LP commitments across private markets, and focus areas in asset owner research ability with Anna Rathbun, CIO of CBIZ Investment Advisory.
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Join Nasdaq eVestment as they analyze and discuss Q4 2024 asset class returns and 2024 aggregate out/underperformance across asset classes, LP commitments across private markets, and focus areas in asset owner research ability with Anna Rathbun, CIO of CBIZ Investment Advisory.
December 2024
Watch our December 2024 session for timely insights on asset class performance, flow drivers, investor research activity, and ESG. We’re joined by Ben Hall, the Vice President, Equity Manager Research at U.S. based investment consulting firm Segal Marco Advisors.
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Watch our December 2024 session for timely insights on asset class performance, flow drivers, investor research activity, and ESG. We’re joined by Ben Hall, the Vice President, Equity Manager Research at U.S. based investment consulting firm Segal Marco Advisors.
September 2024
Nasdaq eVestment is joined by RVK consultants Evan Walker and Matt Sturdivan us to discuss Q3 2024 trends in the institutional marketplace.
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Nasdaq eVestment is joined by RVK consultants Evan Walker and Matt Sturdivan us to discuss Q3 2024 trends in the institutional marketplace.
June 2024
Richard Dell, Head of Equities, Mercer joined us to discuss the most recent institutional trends, including asset class returns and areas of opportunity for managers.
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Richard Dell, Head of Equities, Mercer joined us to discuss the most recent institutional trends, including asset class returns and areas of opportunity for managers.
March 2024
Nikki Pirrello, President and Publisher, Pensions & Investments and Jennifer Appel, Senior Investment Director, NEPC joined us to talk through the latest global institutional trends.
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Nikki Pirrello, President and Publisher, Pensions & Investments and Jennifer Appel, Senior Investment Director, NEPC joined us to talk through the latest global institutional trends.
December 2023
This quarter, we were thrilled to include commentary from Nat Kellogg, Director of Manager Search at Marquette Associates. Nat provided perspective on evolving investor interests, ESG, diversity, and inclusion, and guidance on how managers can best engage Marquette.
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This quarter, we were thrilled to include commentary from Nat Kellogg, Director of Manager Search at Marquette Associates. Nat provided perspective on evolving investor interests, ESG, diversity, and inclusion, and guidance on how managers can best engage Marquette.
August 2023
Russ Elliott, Head of Asset Management Market Intelligence for Nasdaq eVestment; Tom Janisch CFA, Director, Global Equity Investments for Asset Consulting Group; Sarah Maynard, Global Senior Head of Diversity, Equity & Inclusion for CFA Institute; and Michele Shauf, Head of Client Experience Strategy for Investment Intelligence at Nasdaq, talk through the latest trends.
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Russ Elliott, Head of Asset Management Market Intelligence for Nasdaq eVestment; Tom Janisch CFA, Director, Global Equity Investments for Asset Consulting Group; Sarah Maynard, Global Senior Head of Diversity, Equity & Inclusion for CFA Institute; and Michele Shauf, Head of Client Experience Strategy for Investment Intelligence at Nasdaq, talk through the latest trends.
May 2023
Bashir Morad, Vice President, Strategic Relationships for Nasdaq eVestment; and Michele Shauf, Head of Client Experience Strategy for Investment Intelligence at Nasdaq, talk through the latest trends.
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Bashir Morad, Vice President, Strategic Relationships for Nasdaq eVestment; and Michele Shauf, Head of Client Experience Strategy for Investment Intelligence at Nasdaq, talk through the latest trends.
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Nasdaq eVestment brings transparency and efficiency to the global institutional market, equipping managers, asset owners and consultants to make data-driven decisions.
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Nasdaq eVestment brings transparency and efficiency to the global institutional market, equipping managers, asset owners and consultants to make data-driven decisions.
