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Endowment Governance Part 1 – The Job Description

The “secret sauce” to long-term investment success is, in most cases, the governance that guides and oversees the investment program. In this series, we discuss the roles and responsibilities of governance; highlight the steps to build a diverse and collaborative committee, and outline the culture of a well-functioning committee.

May 7, 2020

Endowment Governance Part 2 – Building the Team

The “secret sauce” to long-term investment success is, in most cases, the governance that guides and oversees the investment program. In this series, we discuss the roles and responsibilities of governance; highlight the steps to build a diverse and collaborative committee, and outline the culture of a well-functioning committee.

May 7, 2020

Endowment Governance Part 3 – Process and Engagement

The “secret sauce” to long-term investment success is, in most cases, the governance that guides and oversees the investment program. In this series, we discuss the roles and responsibilities of governance; highlight the steps to build a diverse and collaborative committee, and outline the culture of a well-functioning committee.

May 6, 2020

Market History

Equity market downturns are chaotic environments that are rarely short-lived—the best advice is to be prepared.

September 18, 2019

Portfolio Liquidity

Investors that have inflexible spending needs and large allocations to illiquid assets should plan how they will tackle the next downturn’s liquidity challenges.

September 18, 2019

Diversification Challenges

As investors prepare for the next equity market downturn, they should take a closer look at the benefits and limits of diversification.

September 18, 2019

Behavioral Roadblocks

Bear markets often trigger emotional responses that can sometimes lead investors to act contrary to their long-term objectives; as such they need simple strategies to help overcome their worst instincts.

September 18, 2019

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