NACUBO: Enterprise Management, Balancing Reserves, Endowment

Foundation & Endowment Intelligence

Tracy Filosa, head of Enterprise Advisory, chaired a discussion at NACUBO’s 2017 Endowment and Debt Management Forum in New York City on endowments managing their reserves within the broader portfolio. Filosa explains that C-suite partners and board committees are “collaborating to align liquidity, investments and enterprise priorities to identify a sustainable path forward.” Read the full article here.

For more Cambridge Associates insights around determining the appropriate size of near-term reserves and how to invest any remaining reserves – which is more art than science – read Are Your Reserves Long-Term Capital?