Investment

May 12, 2021 - Endowments face a unique set of challenges; their high return goals reflect a need to grow intergenerational equity while meeting ambitious spending requirements. In the forward-looking market environment, BlackRock considers four principles for endowment investing.

April 22, 2021 - ESG and environmentally sustainable investment are increasingly capturing the attention of the institutional investment community. To assess the state of ESG and sustainable investing and how they are changing, Commonfund Forum 2021 offered a discussion focused on these topics featuring …

April 01, 2021 - This blog explores using a spending immunization strategy to manage its liquidity needs. It also describes how one university leveraged its nimble investment process to pivot during the pandemic. From our partner, SEI

March 23, 2021 - The 2020-2021 academic year presented challenges for  educational institutions, pivoting their initial plans and strategies to support the transition to remote learning and other health and safety measures. In addition to the significant toll taken on human health and well-being, …

Though endowments have long been leaders in investment innovation, it has been nearly 25 years since the original endowment model was formulated. Endowments need to keep innovating to remain effective.

February 25, 2021 - Want to learn more about major gift efficiency and innovative MGO models? Watch Increasing Fundraiser Collaborations, Forecasting, and Success Through a Proposal Driven System. Advancement entered the 2020s on unusually strong footing. Presidents and boards had increased advancement budgets every year …

February 23, 2021 - University endowments are taking sustainable investing seriously, allocated $378 billion to sustainable investing strategies in 2020 (up 19% from 2018)[1]. For endowments looking to get started — or to expand upon their sustainable practices — here are three ideas to …

February 18, 2021 - At the recent 2021 AGB Foundation Leadership Forum, Martin Davies discussed why it is a compelling time to invest in farmland. Considered a reliable asset class, farmland has proven to be a dependable store of value through times of economic tumult …

February 09, 2021 - Strategic Investment Group participated in AGB’s 2021 Foundation Leadership Forum leading a panel on governance recommendations for any institution considering aligning its portfolio with its mission.  Nikki Kraus moderated a session with Ken Shimberg, Managing Director at Strategic, Christy Devocelle …

February 04, 2021 - An understanding of your endowment or foundation’s ability to take risk will help you determine the most appropriate strategic asset allocation. In fact, setting the strategic asset allocation is the single most important decision your Investment Committee will make, far …