Endowments and foundations broadly embrace tactical approaches to asset allocation, though some clearly do it better than others, often by relying on outside expertise.
Tag: foundations and endowments
New data from CAPTRUST shows there is a continued misalignment between foundations’ and endowments’ expected returns, risk preferences and asset allocations.
U.S. equities were the driver of rebounds from the 4th quarter of 2018, according to the Northern Trust Universe and the Wilshire Trust Universe Comparison Service.
Findings in a new CAPTRUST survey report suggest there may be opportunities for advisers to support board-level investment and fiduciary training at endowments and foundations.
Second quarter rebounded slightly from last quarter, which posted negative median returns for all plans for the first time in nearly three years, according to Wilshire TUCS.
The Wilshire Trust Universe Comparison Service (Wilshire TUCS) saw a median return of 3.59% for all plan types in the fourth quarter, the longest string of positive quarterly returns for all plan types since June 1998.