Results for Endowment Portfolio

Podcasts

Trusteeship Podcast - Endowment Spending: Policy vs. Practice - AGB

Dec 11, 2024 ... Tracy has more than 25 years of finance and investment experience, specializing in governance, enterprise risk, spending policy, financial ...

Trusteeship Articles

How Can Trustees Achieve Intergenerational Equity in the Face of ...

... investment return targets need to be revised. You should also ask the asset managers in your endowment's portfolio to use the HEPI as their inflation index ...

Page

2026 Foundation Leadership Forum Schedule - AGB

Best practices for high-performing investment committees and successful endowment management. Who should attend? Board members of colleges, universities ...

Blog Posts

Q&A: An Inside Look at an OCIO Search Process from the ... - AGB

Jan 5, 2021 ... ... investment was postponed. As a result, our endowment's portfolio suffered through missed opportunities and needless delays. As a first step ...

Podcasts

Trusteeship Podcast - Navigating the ESG Landscape in 2023 ... - AGB

Mar 7, 2023 ... ... endowment portfolios. Another issue, obviously, that they're being responsive to is donor interests. The fastest way to grow your endowment ...

Blog Posts

Increasing Use of OCIO Relationships Requires New Governance ...

Oct 26, 2023 ... More and more endowments and foundations are entering outsourced chief investment officer (OCIO) relationships as long-term mission-aligned ...

Video

Timeless Strategies of Highly Effective Investment Committees - AGB

May 12, 2023 ... Charles “Charley” D. Ellis, Founder of Greenwich Associates and Former Chairman of the Yale Endowment is interviewed by Nikki Kraus, President ...

Blog Posts

Don't Let Inflation Be a One-Two Punch for Your Endowment - AGB

Jul 28, 2022 ... Investment committees overseeing the endowments of higher ed institutions need to think about inflation for two fundamental reasons.

Blog Posts

Why Governance Matters to ESG Investing - AGB

Oct 18, 2022 ... ... endowment as well as its related stakeholder, environmental, and community assets. While ESG may be a recent addition to board and investment ...

Blog Posts

Managing Risk Through Sustainability - AGB

Mar 23, 2021 ... ... portfolio, and turning to sustainable investing as ... These pressures coincided with endowment portfolios going through volatile markets.