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

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

EU Crosses Rubicon With Recovery Fund Agreement

On July 21, EU leaders reached agreement on a €750B COVID-19 recovery fund, composed of grants and loans, and settled on a €1.074T budget for the next seven-year period.

July 2020

Improving Investment Returns: Manager Sizing With Active Risk

By considering the return profile of a manager along with its size in the portfolio, active risk provides additional insight to risk management decisions, helps build better portfolios, and contributes to better governance.

July 2020

Racial Equity Investing: The Time Is Now

In 2018, we reviewed the state of social equity investing, with a focus on racial equity investing. The themes we highlighted then are even more relevant today. In this paper, we discuss the renewed sense of urgency around racial equity investing and put forward three actions investors can take to address the inequities inherent in our society.

July 2020

The Materiality of Sustainability for Investors

Sustainability trends—including climate change, multi–stakeholder driven society, resource degradation, demographic challenges, and technological revolution—have already impacted investment performance. Investors that incorporate these risks and opportunities into their decision-making frameworks are likely to be better prepared for the future than their peers.

June 2020