Newsmakers
Broad Foundation Appoints Greg Outcalt as CIO
He succeeds Katharine Krieger as investment chief of the $2 billion foundation.
Tag: Foundations
Pensions
Institutional Asset Owners Returned 1.1% in Q2
Markets slowed in the period, according to the Northern Trust Universe tracking system.
Asset Allocation
Defined Benefit Plans Returned 4.47% in the First Quarter
Strong equities boosted returns for asset owners in the first quarter of 2024.
Opinion
3 Investing Considerations for Endowments and Foundations for 2024
A Fidelity Investments portfolio manager provides a playbook for those with aggressive investment objectives to help avoid downside this year.
Asset Allocation
Fidelity, Brookfield Partner to Offer Private Canadian Real Estate Exposure
The alts manager will invest in a new portfolio of real estate assets in Canada.
Manager Selection
Heinz Endowments Name New President
The Heinz family announced the appointment of Chris DeCardy after a 10-month search to fill the role.
Dauntless Allocators Stick With Calamitous Cryptocurrency
Institutions keep their toeholds in bitcoin and others amid epic market slide.
Alternatives
How Endowments and Foundations Can Energize Flagging Returns
A better assessment of risk and active management can turn things around, says a report from NACUBO and Nuveen.
Tactical Shifts: How Institutional Investors Are Adjusting Asset Mixes Now
Private credit, real estate, emerging markets. Here are the ways CIOs at HOOPP, the James Irvine Foundation, and two others are solving the allocation puzzle.
CIOs Discuss Overcoming Sector-Based Challenges with Management, Boards
From corporations to endowments, CIOs deal with idiosyncratic matters, depending on the sector.
Endowments and Foundations Sticking It Out with China
Despite volatility, long-term institutional investors see no reason to change strategy, NEPC study says.
Newsmakers
Be Sure to Catch the CIO Summit Next Week
The morning of Day One to feature CIO hotseat, tech panels, and more.
Research
Endowments Increasingly Dour About Economy
Survey finds number of foundations fearing slowdown has tripled.
US Educational Endowments Return 8.2% in 2018
But long-term returns fall well below target rates for endowments of all sizes.
The Secret of Smaller Endowments and Foundations’ Outperformance
Why their greater sensitivity to risk has served them well, a survey shows.