Trends
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.
New research emphasizes the importance for foundations and endowments to stay invested through all market conditions despite wanting to time the market to respond to market volatility.
President Donald Trump’s announcement of a 90-day pause on most tariff hikes on Wednesday sent markets soaring, but the rally was short lived as China continues to strike back.
Cross-border trade between Mexico and the U.S. and inflows of copper-related products stand to continue despite tariff volatility, opening up opportunities for investors.
Investors and consultants are staying the course on their asset allocations amid market volatility as the effects of President Donald Trump’s tariff policies continue to ripple.
President Donald Trump’s “Liberation Day” tariffs that encompassed nearly all U.S. trading partners have sent markets into a tailspin and have managers and consultants emphasizing the benefits of diversification.