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.
Tag: Foundations
Newsmakers
Katharine Krieger Appointed CIO of J. Paul Getty Trust
Krieger, CIO at the Broad Foundation, will replace James Williams, who is retiring.
Rockefeller Foundation Pledges to Go Net Zero by 2050
The $6 billion endowment will be the largest to pursue a net-zero target.
Newsmakers
2023 Asset Owner Industry Innovation Award Finalists Announced
On December 5, CIO will recognize the allocators driving change and enhancing performance in institutional investing.
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.
Asset Allocation
Endowments, Foundations Increase OCIO Use, but Underutilize Alts
A CAPTRUST survey also found that the number of nonprofits allocating to ESG investments decreased in 2022.
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.
Newsmakers
Helmsley Charitable Trust CIO Rosalind Hewsenian to Retire at End of 2023
Director of Investments Joshua Fenton will succeed as head of the $8.3 billion philanthropic fund.
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.
CIO Innovation Awards: Nominations Open Until August 12
Nominate your best asset owners and managers for this year’s 11th awards gala bash.
How Allocators Are Honing Asset Strategies, Amid a Problematical Future
Many institutional investors have positioned their funds to generate returns, while others are girding for further volatility.
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.
Corporate Moves
WK Kellogg CIO Joel Wittenberg to Go into Consulting
The philanthropy has launched a search for a replacement.
Asset Management Culture
Former FEG Chief Executive Scott Harsh Takes Consulting Job at NEPC
He’s coming out of retirement to help the firm expand its presence in the Southeast and Midwest.