Tag: Endowment Index

Coronavirus - COVID-19 April 22, 2020

Endowment Index Tumbles over 20% in First Quarter

COVID-19 wipes out robust 2019 earnings in just three months.

Research January 14, 2020

Endowment Index Surges 20.19% in 2019

China helps index rebound sharply from previous year’s 9% decline.

Research July 17, 2018

Endowment Index Declines Again in Q2, Lags Behind S&P

Index falls 0.41% during quarter, while S&P 500 gains 3.43%.

Research April 13, 2018

Endowment Index Declines 0.36% in Q1

Tracking portfolio reverses last year’s gains after surging in January.

Research January 17, 2018

Endowment Index Gains 17.6% in 2017

Index reports highest returns in eight years.

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2020 Outsourced-Chief Investment Officer Survey

2019 Transition Management Survey

2019 Liability-Driven Investment Survey

2020 CIO Influential Investors Forum and Industry Innovation Awards Dinner

December 8, 2020 | Pier Sixty at Chelsea Piers

Clint Coghill discusses the data challenges facing the institutional investment community

Backstop Solutions Group CEO Clint Coghill provides insight in the challenges Institutional investors face in today's data-driven marketplace.

Sponsored by Backstop Solutions

2020 Long-term Capital Market Assumptions Q2 Update
Emerging Markets and Covid-19: Crisis or opportunity…or both? 2020 will be a challenging moment for Emerging Markets’ economies. But there will likely be a wide open Emerging Markets “door” that sees governments fall back on privatisation to bridge fiscal holes. In an environment of tight domestic monetary conditions and reduced cross border flows, the buyers of these assets have considerable advantage.
Meditations in an emergency Multi-Asset Strategist Adam Berger discusses the macro and market impact of the coronavirus and offers his "playbook" for the coming weeks and months, including thoughts on rebalancing and opportunistic investments.
The Power of Portfolio Flexibility Many investment managers apply strict portfolio constraints under the guise of risk management best practices. This paper examines the costs of those investment constraints and how an unconstrained investment approach can be key in generating long-term excess returns.
Quantitative Science—Actively Adding To Fixed Income Decisions Quantitative vs. active debate? This issue of Franklin Templeton Fixed Income Markets explains how our “active quant” approach sets us apart.
The Case for Greater China Exposure in Global Equity Portfolios Discover what makes China a compelling, stand-alone investment opportunity.