Investment

February 25, 2021 - Developed in partnership with EAB. Want to learn more about major gift efficiency and innovative MGO models? Watch Your Most Important Endowment Decision. Advancement entered the 2020s on unusually strong footing. Presidents and boards had increased advancement budgets every year for most …

February 23, 2021 - Developed in partnership with Northern Trust. University endowments are taking sustainable investing seriously, allocating $378 billion to sustainable investing strategies in 2020 (up 19 percent from 2018)[1].   This investment philosophy resonates well with students, faculty, and broader stakeholders, and aligns with …

February 18, 2021 - Developed in partnership with TIAA. 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 …

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 …

January 28, 2021 - Traditional stocks and bonds may be challenged in the near-term to produce returns consistent with their historical averages given current high valuations and probable rising interest rates. Therefore, many endowments are looking to alternatives, particularly private assets, in an effort …

January 12, 2021 - Over the last decade the merits of sustainable investing strategies have moved quickly to the mainstream, as investors increasingly consider both the positive and negative impact of their investment portfolios. Still, for boards and investment committees, the move to adopt …

January 05, 2021 - SEI interviewed Michael Ellis, the investment committee chair for Moravian College, to find out more about the college's outsourced chief investment officer (OCIO) search process. We talked about what led the committee to make the decision to begin a search …

April 22, 2021 - 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.

December 15, 2020 - While some large investors have found success implementing the endowment model approach to investing, others attempting to emulate the model have not had the same success.