Library

Marc Bushallow

Managing Director, Fixed Income

Markets & Economy » “Safe” Can Be Risky

September 01, 2015 | Investment Management

The last several years have been defined by historically low interest rates, and using a bond index fund to gain market exposure to the broad fixed income market has become a more prevalent investor strategy. While rates have seen historic lows, they are expected to rise over time. Given the …

Ebrahim Busheri

Director of Investments

Markets & Economy » Our Perspective on Recent Volatility

August 25, 2015 | Market Commentary

Last Thursday and Friday, domestic equity markets saw the sharpest two-day decline since 2011, with the S&P 500 Index, Dow Jones Industrials Index and Nasdaq Composite falling 5-6% over two days. It was a similar start to this week, with broad U.S. stock indexes down approximately another 3% …

Endowments & Foundations » Managing Spending Needs in Today’s Low Interest Rate Environment

July 20, 2015 | Market Commentary

Introduction For many investors, the need for current income to support spending needs is a primary investment objective. For example, investors that may place a priority on maintaining stability of current income needs include: High net worth investors in or near retirement Endowment/ …

Endowments & Foundations » Charitable Giving in a Low Interest Rate Environment

March 12, 2014 | Fundraising

Introduction There are numerous types of charitable giving vehicles available to those who have a desire to make substantial gifts to charity. If used effectively, charitable giving can be an important component of a strategic financial plan that benefits both the donor and the charity. To do so, …


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