Results for Endowment Portfolio

Blog Posts

Due Diligence on Sustainable Strategies - AGB

Feb 3, 2022 ... Across America, university endowments are increasingly reviewing how to integrate sustainability objectives into their portfolio management.

Blog Posts

The Path to Private Capital: How to Succeed in Private Capital ...

Jun 3, 2021 ... Most boards understand the crucial role that private capital plays in an institution's investment portfolio.

Blog Posts

Investment Committee Succession Planning - AGB

Dec 13, 2018 ... No committee member can make a gift large enough to compensate for the potential damage he or she might do to the endowment's value. The ...

Trusteeship Articles

Building a More Sustainable Financial Model for Colleges and ...

... portfolio, faculty capacity for innovative ... Yet only a small number of colleges and universities have access to the kind of endowment wealth that makes ...

Blog Posts

Foundation CEO Assessment - AGB

Oct 5, 2023 ... ... endowment, and other foundation functions. ... Has the CEO built fundraising capacity and grown the portfolio of new and prospective donors?

Video

Timeless Strategies of Highly Effective Investment Committees: A ...

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

In The News

Academics fight back against donors' influence after turmoil at Penn

Dec 18, 2023 ... Fund Management · Trading. Most ... Princeton endowment chief sees 'worst ever' private equity liquidity ... PortfolioFT AppFT Digital EditionFT ...

Press Releases and Statements

AGB Welcomes Experts R. Barbara Gitenstein and David Bass to ...

Sep 29, 2021 ... Risk Management · Strategy · Student Success ... portfolio of services, which include ... endowment and alumni giving, and student graduation rates.

Podcasts

Trusteeship Podcast Episode 34: Diversification: A Strategic ...

Mar 28, 2023 ... And then, academic program portfolio is really ... portfolio. The labor market or the job ... Mega Endowment FY 2023 Returns: Return to the Mean ...

Trusteeship Articles

Drastic Pivots for Success - AGB

In 2012, Unity's institutional endowment was ... But the portfolio can't lose money. And several ... Notes Fox, “O'More now has a multimillion-dollar endowment ...