In The News
Stay Agile Investing In The Ides Of March

“Beware the ides of March,” a soothsayer told Julius Caesar in Shakespeare’s famous play of the same name. Whether you believe in superstitions or not, March of 2020 will go down as a historic month on Wall Street. After peaking on February 19th, the S&P 500 fell 34% in just 23 trading days, marking the fastest bear market ever.

04.01.20
Consultant/OCIO/Discretionary
Southern College Wraps Up Consultant Search

A Southern college selected an investment consultant to conclude a search that began late last year.

03.26.20
COVID-19 News
Consultants, Nonprofits Discuss Taking Cautious Approach In Preparing For Future Opportunities

Foundations and endowments are taking a cautious approach to the markets and when to capitalize on upcoming investment opportunities the coronavirus pandemic will provide long-term investors.

03.26.20
In The News
The Great Recession Was Bad for Higher Education. Coronavirus Could Be Worse.

There is no doubt we are in one of the most turbulent and challenging times in American, and world, history. The coronavirus is dramatically changing everything: Our personal lives, economic markets, and, of course, higher-education institutions are being transformed before our eyes.

03.25.20
In The News
Bond Downgrades Begin Amid Coronavirus Slowdown

Credit-ratings firms have issued a wave of downgrades for corporate and government bonds as they reassess the ability of borrowers to repay their obligations amid the coronavirus slowdown.

03.24.20
In The News
Emergency Funds Are Multiplying. Will They Last As Long As The Outbreak?

As Inside Philanthropy wrote just a few days ago, community foundations and local funders around the country have been scrambling to respond as COVID-19 shuts down one aspect of society after another.

03.19.20
COVID-19 News
Nonprofits’ Outlook Turning Negative Amid Coronavirus Crisis

The outlook for higher education institutions is shifting to negative from stable as a result of the financial impact of the coronavirus outbreak, according to a recent outlook from Moody’s Investors Service.

03.19.20
In The News
Treasury Seeks Go-Ahead to Use Government Cash To Support Money-Market Funds

The Treasury Department wants to use a crisis-era tool to support money-market funds, joining the Federal Reserve in the fight to keep financial markets working smoothly.

03.19.20
In The News
Dollar Surges As Investors Seek Shelter From Market Disruption

The U.S. dollar surged against major currencies Tuesday as stress in the market for dollar funding outside the U.S. worsened, despite the Federal Reserve’s efforts to boost availability of the greenback globally.

03.17.20
Searches And Hires Consultant/OCIO/Discretionary
Southern 529 Plan Searching For Consultant

A Southern 529 plan is searching for an investment consultant for its college savings plan.

03.16.20