Results for Endowment Portfolio

Books

Endowment Management for Higher Education, Second Edition - AGB

Higher education endowments are an indispensable resource for escalating costs, financial aid, and keeping higher education affordable.

Books

Endowment Management for Foundations and Nonprofits - AGB

Endowment Management for Foundations and Nonprofits is for those who serve on investment committees of foundations and nonprofits.

Blog Posts

Endowment Management: Key Responsibilities of a Board ... - AGB

Sep 21, 2021 ... Trustees are no longer passive participants; this blog outlines endowment management responsibilities for the board and investment ...

Blog Posts

A new era of portfolio construction for endowments - AGB

May 12, 2021 ... Our focus for the next era of endowment investing seeks to improve cost and capital efficiency, combined with truly unique alpha generation.

Press Releases and Statements

New AGB Resource Highlights Best Practices for Endowment ...

Feb 1, 2022 ... This resource provides guidance for boards as well as investment and finance staff on effective stewardship of higher education endowments.

Podcasts

Trusteeship Podcast Episode 28: Endowment Management ... - AGB

May 17, 2022 ... One of the fundamental principles of trusteeship is that boards should focus on what matters most to the long-term institution sustainability ...

Blog Posts

Endowment Management 2020 - AGB

Apr 16, 2020 ... ... investment committees make the most expensive mistakes. When we were writing “Endowment Management for Higher Education” the mistakes of the ...

Blog Posts

The Role of SPACs in Endowment Portfolios - AGB

Jun 17, 2021 ... Boards and investment committees for endowments often contain wide ranges of experienced professionals with high levels of knowledge of complex ...

Trusteeship Articles

Endowment Spending: Policy Often Overlooked but Critical to Long ...

... investment portfolio to the institution's operating budget. After ... endowment management and should be revisited just as frequently as asset allocation.

Blog Posts

A Better Way for Higher Education Endowments and Foundations to ...

Oct 17, 2023 ... Duration: Private equity funds today may last 12 to 15 years or more due to so-called “zombie” or stranded fund investments. Cash Flow Timing: ...