Most risk assets enjoyed strong returns in fiscal year ended June 2024. Developed markets equities led on better-than-expected economic data and the anticipation that central banks would begin easing monetary policies.
Our annual survey-based report summarizes returns, asset allocation, and other investment-related data for 110 foundations for the calendar year ended December 31, 2023, across five sections: Investment Portfolio Returns, Investment Policy, Portfolio Asset Allocation, Investment Manager Structures, and Payout From the Long-Term Investment Portfolio.
Hedge funds offer a strategic opportunity for investors willing to navigate their complexities, with significant diversification and growth prospects that stand out from traditional asset classes. This paper discusses the primary risks associated with hedge funds and presents four actionable guidelines for effectively incorporating these strategies into portfolios.
Yes. Inflation-linked bonds, particularly US Treasury Inflation-Protected Securities (TIPS), have become an attractive investment option, given elevated real yields and their unique diversifying characteristics.
No, we do not believe that the French election poses any immediate threat to the Eurozone, in contrast to several prior Italian parliamentary and French presidential elections.
Enterprising families seeking more comprehensive private allocations can consider building a PI fund program to serve as a pathway to a multitude of new opportunities. Understanding the potential advantages and challenges of PI fund programs can help family investors consider whether an expansion of their private allocations is right for them.
The Labour Party secured a sweeping victory in the UK general election, returning them to power for the first time since 2010.
The Foundation Annual Flash Statistics Report provides a first look at the results of our 2023 Foundation Annual Investment Pool Returns survey. Look for our full annual analysis in the Foundation Annual Investment Pool Returns report later this summer.
Yes. We believe co-investments are an attractive opportunity in the current market for three primary reasons.
Yes, we believe it will. Excitement around artificial intelligence and its related technological advancements has been a key market driver since early 2023.