Investment

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 …

Trusteeship Podcast provides perspective on the issues facing the nation’s universities and colleges. Through insider insight and expert analysis, the Trusteeship Podcast helps leaders in this vital sector advance the public trust in higher education. SUBSCRIBE  iTunes   •   Google Play   •  …

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 …

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 …

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 …

The challenges facing higher education today are well documented. The cost of delivering high-quality programs continues to rise, and the expectations of students have never been higher. Reliance on tuition to cover costs is increasingly unsustainable: Demographics for traditional-age prospects …

Endowments are an increasingly precious resource to cover rising costs, strengthen financial resilience, support important initiatives, and help keep higher education affordable. Growing endowments are indispensable to maintaining higher education as we know it. Current budgetary outlays rely on regular …

ESG investing is an investment strategy that combines material environmental, social, and governance (ESG) factors with traditional financial information. These factors represent risks and opportunities that may have financial effects on a company’s performance but may not be reflected in …

In June 2013, the San Francisco State Foundation (SF State Foundation) took a bold step by becoming the first public university in the country to limit direct investment in public companies that are fossil-fuel producers. This was a major policy …