Results for Endowment Portfolio

Trusteeship Articles

Your Most Important Endowment Decision - AGB

... endowments or other perpetual pools of assets that support their missions. Of all of them, asset allocation is generally considered to be the preeminent ...

Blog Posts

Endowments in Higher Education – Crisis Management - AGB

Aug 12, 2020 ... The early involvement of all key leaders in certain strategic decisions regarding asset allocation, spending policy, and risk tolerance can be ...

Blog Posts

The Role of SPACs in Endowment Portfolios - AGB

Jun 17, 2021 ... As SPACs continue to evolve in structure and overall use, it is important for endowment trustees to understand the investment opportunities and ...

Blog Posts

Inflation Is Here: Five Portfolio Considerations for a Low Real Return ...

Jun 23, 2022 ... If higher inflation persists, endowments and foundations may be challenged to generate positive real returns for extended periods. Boards and ...

Trusteeship Articles

Foundations of Consequence: The Importance of Building a ...

... endowment/foundation fund. Developing a Strategic Endowment Plan. One way to memorialize the growth strategy of a foundation is to develop a comprehensive ...

Blog Posts

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

Oct 17, 2023 ... Liquidity: Private equity investments are illiquid, and limited partners do not control when their investment dollars will be called, when they ...

Page

Investment - AGB

... endowment management. AGB empowers members of the investment committee to develop sound investment policies and ensure they are always implemented ...

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

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 ...

Podcasts

Trusteeship Podcast Episode 33: Navigating the ESG Landscape in ...

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