The Foundation Annual Flash Statistics Report provides a first look at the results of our 2024 Foundation Annual Investment Pool Returns survey. Look for our full annual analysis in the Foundation Annual Investment Pool Returns report later this summer.
Robust valuation practices are essential in operational due diligence to protect against financial, regulatory, and reputational risks and to mitigate conflicts of interest. As such, it is crucial to assess the strength of a manager’s valuation processes, policies, oversight, and governance, ensuring these are tailored to the fund’s strategy and align with industry best practices.
Given the fluidity of the situation in the Middle East and the uncertainty surrounding how events may unfold, we believe most investors should not make changes to portfolios in response to this event.
Global equities posted modest declines last week amid heightened geopolitical tensions, while oil prices continued to rise.
New tax provisions in legislation recently passed by the US House of Representatives would impose millions of dollars of new costs on many colleges, universities, and private foundations, if enacted. We recommend four steps nonprofit organizations can consider right now to ensure they are well-prepared and responsive should the proposals become law
This paper explores the influencing factors and special considerations that are key to successful portfolio construction for private investors and wealthy families, and that are fundamental to the work that we undertake for our clients.
This report reviews the various spending rule types used among our endowment clients, and also includes analyses on the endowment’s support of operations and effective spending rate.
No. US Treasury securities are likely to remain among the most effective diversifiers during periods of equity market stress.
Yes, California Carbon Allowances are an attractive investment opportunity, though they come with political tail risk.
Overall, we think investors should hold EM allocations in line with policy targets. But periods of volatility and equity market dislocations often present opportunities for investors to add value through tactical portfolio tilts.