Trends
Allocations to illiquid asset classes will provide university portfolios with stronger returns relative to public equity or bond markets over the long term, despite liquidity or spending squeezes in the short term.
Endowments impacted by the finalized One Big Beautiful Bill Act are facing “much more palatable” excise tax numbers in comparison to earlier proposals, new research finds.
While there is uncertainty on the impact to markets following the U.S. strikes against Iran’s key nuclear facilities over the weekend, geopolitical risk is rising.
The growth in the largest Black-owned investment firms has slowed over the past year but continued its upward trajectory, new data from FIN Searches shows.
Stalling helped lead the Atlanta-based Morehouse College’s financial operations and manage its approximately $254.1 million endowment since joining the historically Black college in the role in 2021. She took the time to answer five questions, plus one more, with FIN News.
Dillingham Jr. partners with nonprofit organizations across the U.S. to manage and grow their endowments, as well as working with clients on their philanthropic and planned giving objectives.
A new research report finds asset owners remain divided on whether active or passive management offers the best risk/return profile for their public market exposure.
Devitt serves as a senior investment advisor at financial services company Moneta, where she also held the position of cio from June 2021 through January 2024.
A proposed tax increase on endowment returns making its way through Congress provides an opportunity for endowments to stress test their portfolios, according to an investment consultant.
A gradual increase to the direct lending space through the first quarter reflects private credit’s growing popularity within the industry, which expects continued growth as more institutions look to the asset class to diversify their portfolios.