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What are They and the Rules
If your not-for-profit receives an endowment, what are the next steps? Make sure your organization understands how to utilize the donation funds.
Why Did the Harvard University Endowment Fund Only Earn 5.8%
Why do low-cost index funds outperform 98% of actively managed funds in the long-term? This short discussion attempts to shed some light on this paradox, usi...
Why Factor Investing Isn’t Working
Pension funds and endowments aren’t getting the factor premiums they desire — just uncompensated risk.
Pros Advise Higher Ed Endowment Managers to Stick to Principles
When it comes to managing endowments at institutions of higher education and trying to acquire good returns on investments, the task is fraught with unpredictab
What Drives Outperformance at Endowments & Foundations
Size matters — but having a dedicated CIO doesn’t, academic research shows.
How Foundations Are Investing Their Endowments: Reports & Studies
Foundations manage their endowments in a variety of ways, such as using an entirely outsourced Chief Investment Officer (CIO); partially outsourcing their decision-making by using an advisory firm that provides CIO services, selects fund managers, and/or researches investment opportunities; or hiring an individual or team in-house that selects fund managers and makes investing decisions. Collecting data on who manages endowment portfolios as well as how can…
Unlocking Endowments: Foundations Are Stepping Up Impact Investing
Foundations across the U.S. and globally are increasingly looking to use their endowments to achieve social or environmental goals.
5 Things You Should Know Before Buying an Endowment Plan
An endowment plan works as a great investment tool for individuals who are looking to build strong financial support and security for the future. Just like any other life insurance policy, one needs to pay premiums for a specified term and get a lump-sum amount as a maturity benefit.
Why It’s So Hard to Make an Endowment More Socially Responsible
Students at the University of the South sought more transparency and sustainability. Were they too polite?
