Q&A: An Inside Look at an OCIO Search Process from the Investment Committee Chair's Perspective
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 …Read Article
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Is the Current Endowment Model Right for Your University?
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.View Webinar
Should the Endowment Model be Emulated, Given Current Times for Universities?
November 10, 2020 - The largest endowments—the ones that are effectively implementing the endowment model—have had almost 3 percent greater annualized returns over the past 20 years when compared to their large and midsized counterparts.(1) As large and midsized university endowments attempt to replicate the …Read Article
Is Your Institution Ready for a Big Return on Investment?
November 06, 2020 - Some things are certain: death, taxes, and the key to wise investing—buy low and sell high. Although we all agree that buying low and selling high produces a great return on your investment, it’s important to unpack the environment that’s …Read Article
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Bolstering Liquidity by Optimizing Real Estate
October 22, 2020 - For colleges and universities that own and/or lease real estate, best practices from the commercial sector can cut costs and ramp up liquidity, thereby supporting critically important adaptive strategies in the wake of COVID-19...View Webinar
Trusteeship Podcast Episode 13: The Key Endowment Questions for Challenging Times
Aired: October 14, 2020 During this time of unprecedented challenges, the financial health of colleges and universities is a critical concern. Boards, investment committees, institutional leaders, and their advisors must work together to assess and plan for both the short- and …Listen
Endowments in Higher Education – Crisis Management
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 …Read Article
Endowment Management 2020
April 16, 2020 - This has been a very unsettling time. The human tragedy of COVID-19 dominates the news, as it should, yet for the individuals leading colleges and universities, the financial impact is likely leading to some sleepless nights. There is a limit …Read Article
Standards for Excellence: How to Fulfill Your Fiduciary Responsibility around Oversight of Your Investment Program
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 …Read Article
The Institution-Foundation Partnership
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 …Read Article