Investment

August 12, 2020 - Endowment Management for Higher Education was published in June 2017 by AGB.  The lessons learned from the GFC was on our mind when we wrote it.  As we face the current economic and public health challenges due to the COVID-19 …

Join AGB OnBoard's Paul Lockhart for a special "ask-me-anything" discussion-driven open forum on how AGB OnBoard can provide effective virtual value for your board meeting management - and why that's more critical than ever before. Sessions are small and not …

SPONSORED CONTENT It is imperative for boards and their investment committees to remain informed about both the portfolio and best practices around endowment management given the fiduciary responsibility they have over the portfolio. Committees have been asking us more frequently about …

Even with an established memorandum of understanding (MOU), the lines are sometimes blurred about each entity’s responsibilities. Among the issues that can prove to be particularly fraught with challenges are authority over the “piggy bank,” tensions between the institution’s governing …

September 10, 2019 - For many higher education institutions, financial challenges and keeping up with economic volatility have required them to seek a partnership with an outsourced chief investment officer (OCIO). As the OCIO model continues …

Aired: June 23, 2019 Endowments allow colleges and universities, like other public and charitable organizations, to fund a portion of their work continuously, generation after generation. The ways in which these funds have been solicited from donors, applied to expenses, and …

May 03, 2019 - Our experience has taught us that it is increasingly important to develop a thoughtful engagement strategy for the various constituents of your institution to ensure everyone is knowledgeable and aware of your investment objectives and understands the reasoning behind your …

December 13, 2018 - Every investment committee should have a succession plan with three primary goals: preserving institutional memory, finding the best committee leadership, and welcoming new ideas. Preserving Institutional Memory: The ideal average tenure of committee members is 6-7 years, but exceptionally qualified members should …

October 23, 2018 - As we shared in Endowment Management for Higher Education, optimizing the selection of investment committee members is a crucial task that greatly contributes to endowment management success. To help committees make appropriate decisions beyond “time, talent, and treasure” considerations, we developed …

Effective endowment management must weave together many interconnected strands. Trusteeship spoke with Nikki Kraus, CFA, managing director and global head of client development at Strategic Investment Group and co-author of AGB’s book, Endowment Management for Higher Education. Can governance really make …