Results for Endowment Portfolio

Blog Posts

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

Oct 17, 2023 ... Today, U.S. equities, bonds, and cash represent less than 10 percent of the endowment's target asset allocation. ... portfolio fund by fund. J ...

Blog Posts

Endowments in Higher Education – Crisis Management - AGB

Aug 12, 2020 ... This modified introduction of the book offers principles to help guide investment committee members as they shoulder their important fiduciary ...

Blog Posts

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

Jun 23, 2022 ... Boards and investment committees may need to adjust their endowments' investment programs to preserve intergenerational equity. We offer ...

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

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 ...

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.

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 ...

Blog Posts

Managing Risk Through Sustainability - AGB

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

Trusteeship Articles

Standards for Excellence: How to Fulfill Your Fiduciary ...

... endowment management given the fiduciary responsibility they have over the portfolio. ... Selecting the investment committee chair. Approving the endowment ...

Blog Posts

Should the Endowment Model be Emulated, Given Current Times for ...

Nov 10, 2020 ... Diversification: Build the investment portfolio ... endowments they cannot hold such illiquid portfolios, which can withstand fairly large ...