Results for Endowment Portfolio

Trusteeship Articles

For COVID-19 and Climate Change, Delay is the Enemy - AGB

Transition risk primarily affects investments in a university endowment ... investment teams to reference during investment research and portfolio management.

Trusteeship Articles

From the Board Chair: The Existential Crisis Among Small Private ...

Unity College is the first institution of higher education in the nation to divest its endowment portfolio from fossil fuel investments. Sustainability ...

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Foundation Leadership Forum 2020 - Key Speakers - AGB

Meredith Heimburger, director of impact, Global Endowment Management; Tom ... Mike Condon, head of portfolio management, FEG Investment Advisors; Nicole ...

Events

COVID-19 Series: Foundation CEO Panel - AGB

May 28, 2020 ... Endowment Management; Next Fiscal Year Planning; Institution-Foundation Alignment; Changes in fundraising strategy and donor stewardship; Board ...

Trusteeship Issue

Trusteeship: March/April - AGB

... portfolio and best practices around endowment management given the fiduciary responsibility they have over the portfolio. Departments. On My Agenda A Renewed ...

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Tools and Toolkits - AGB

... Endowment … Download now. Tool. Sample Foundation ... management, real estate initiatives, public ... A new CEO brings new leadership and management styles that can ...

Blog Posts

Importance of Understanding Your Risk Tolerance - AGB

Feb 4, 2021 ... An understanding of your endowment or foundation's ability to take risk will help you determine the most appropriate strategic asset allocation.

Blog Posts

Positioning Assets Not Just For Inflation, But Tuition Inflation - AGB

Jan 28, 2021 ... Therefore, many endowments are looking to alternatives, particularly private assets, in an effort to generate higher rates of returns to help ...

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Sally Staley - AGB

She is the retired chief investment officer of Case Western Reserve University, where she oversaw $3 billion of endowment and retirement plan assets for more ...

Trusteeship Issue

Trusteeship: May/June - AGB

... endowment management with organizational values and supports stakeholder engagement. Reducing Risk and Increasing Student Retention Through Comprehensive ...