The Do’s And Don’ts Of Releasing An RFP For Your Municipal Defined Benefit Pension Plan

Christopher Englebert, founding partner and cio of Englebert Financial Advisers, provides key tips for pension trustees going through the RFP process.

Marketing Success In The Face Of Coronavirus?

There will be a lot of red numbers in upcoming quarterly investment reports for institutional investors. But for managers boasting (relatively) strong returns, how to spread the word at a time that many investors are dealing with not only declining assets but other immediate stresses in the portfolio and the workplace has become a quandary.

Daily Feed
Back To Basics:  Venture Capitalists Offer Survival Tips For Startups During COVID-19

Founders and ceos going back to the basics will be the key to their survival through COVID-19, venture capital investors said during a webinar held this week.

Investors Discuss Rebalancing, Opportunities As Pandemic Plays Out Across World

Institutional investors have spent the week outlining the potential ways the markets could move going forward as the COVID-19 pandemic continues to play out across the country and world.

Asset Managers Have Clashing Views On Coronavirus Severity: Webinar

The duration and severity of coronavirus is still up for debate as investors look to gain an understanding of its economic impact.

COVID-19 News
Consultants, Plans Discuss Importance Of Shoring Up Short-Term To Take Advantage Of Future Opportunities

Investment consultants are recommending institutions focus on shoring up their immediate needs and maintaining the status quo in the short-term while preparing to be able to capitalize on upcoming investment opportunities the coronavirus pandemic will provide long-term investors.

Long-Term U.S. Endowment Returns Rise Despite 2019 Dip: Study

The returns for U.S. endowments dipped in 2019 but rose for the 10-year period ending June 30 as the remnants of the financial crisis continued to fade into the past, according to the 2019 NACUBO-TIAA Study of Endowments.

No Visible Evidence Fossil Fuel Divestment Hurts Endowment Performance: Report

The assumption that divestment can hurt the total return of an endowment is based on speculation, according to CJ Ryan, co-author of a recent research paper that found no discernible evidence that divestment of fossil fuels can negatively impact the total return of an endowment’s portfolio.

FIN News Launches New Website

New website,, combines coverage of public pension and nonprofit investing on one site.

Industry News Insights Consultant/OCIO/Discretionary
Investment Consultant Announces Investment Program Reviews Offering

Investment consulting firm RVK has launched a new specialty practice that will provide investment program reviews to investors looking to identify the optimal structure for their investment programs, the firm announced.