Insights

Reshaping Industry Audio Series: Sustainable Investing

In this episode, we discuss the heightened focus on sustainable investing as well as a few key trends that will have implications for investment portfolios. We also talk green-washing within the industry and how to identify asset managers who are incorporating sustainability into their investment process effectively.

September 2020

Reshaping Industry Audio Series: The Endowment Model

In this segment, Margaret shares her thoughts on the endowment model given the COVID-19 crisis and whether she believes it’s possible for an institution to achieve a 5% real return in the current market environment. She discusses investing in industry “disruptors,” the importance of diversification, and the debate around growth vs. value.

September 2020

Reshaping Industry Audio Series: Hospital Liquidity

In this segment, Jeff speaks about the importance of liquidity for healthcare systems in the wake of the COVID-19 pandemic and how he guided clients during the market downturn in March and April. He goes on to discuss the present state of the industry and what he believes will be the long-term implications of the crisis.

September 2020

Reshaping Industry Audio Series: Racial Equity Investing

In the first episode of our Reshaping Industry audio series, we tackle the evolving landscape of racial equity investing, particularly in the wake of George Floyd’s death, and talk key steps that institutional investors can take to achieve racial equity goals within their portfolios.

September 2020

Do Opportunities Remain for Investors After the Broad Market Recovery?

While investors should consider making tactical changes because of valuation differentials exacerbated by the COVID-19 pandemic, they should size them appropriately given elevated uncertainty.

September 2020

VantagePoint: Investment Opportunities Six Months Into the Pandemic

Economic, market, and healthcare circumstances have been extraordinary over the last six months. However, attractive opportunities exist in some pockets of tech, relatively cheap public equities, and even in credit less supported by central bank activity. Additionally, the importance of investing in social equity has been brought into sharp relief by this crisis.

September 2020

Should Investors Trim Gold Exposure, Given the Rally in Prices?

Yes, investors who have made tactical bets in gold should consider scaling back their positions and locking in some gains.

August 2020

Endowment Radar: Plotting the Role of the Endowment

There are many facets of higher education finance, and it is often challenging to describe how the endowment fits into an institution’s financial picture. Endowment Radar is a visual tool that plots the endowment’s role in the college and university business model. It focuses on four key metrics to assess the endowment’s contributions to the […]

July 2020