Blog Posts

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 08, 2021 - Changing circumstances require communication.  Being timely, accurate, and transparent with information is critical.  How do we decide what to say, when to say it, and how to deliver such communications?  Today’s quickly changing environment for institutions is testing our ability …

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 …

February 02, 2021 - As foundation boards seek to align the foundation's work with the strategic priorities of its related institution, engage in fundraising, provide financial oversight, and diligently steward philanthropic assets, identifying and hiring the right talent to lead and execute the foundation's …

The violence at the U.S. Capitol building last month was incredibly disturbing. For me, it drove home how critical it is that those in higher education advocate peace, equity, and trust across our communities and around the world. If you …

January 28, 2021 - “I never imagined this degree of disruption when I sought and accepted this presidency,” observed one veteran chief executive. He went on to say “my plan was to restore the luster of this great university. I knew how to do …

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 19, 2021 - In late October 2020, AGB published a blog with a list of higher education issues that were most important to each presidential candidate. Now with President-elect Joe Biden taking office tomorrow and the results of the U.S. Senate runoff elections …

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 11, 2021 - President and CEO, Henry Stoever, addresses the AGB membership in the aftermath of the Capitol riots in this video message. Message from AGB President & CEO (5:35 minutes)