Library

Nicholas Cintineo, CFA®, CIPM®

Senior Investment Consultant

Endowments & Foundations » How A Custom Portfolio Can Help Non-Profits Achieve Their Mission

July 06, 2018 | Investment Management

Case studies are a great way for endowments and foundations to learn about what works for similar organizations. This post focuses on a common problem many organizations face: How should an investment portfolio be managed to help achieve its goals? Details of this particular case study could …

Nicholas Cintineo, CFA®, CIPM®

Senior Investment Consultant

Endowments & Foundations » Making Socially Responsible Investing Work for Endowments and Foundations

May 21, 2018 | Investment Management

Traditionally, endowments and foundations kept separate functions for their investment and mission related activities. Investment returns are typically used to fund a non-profit’s mission, but decisions on where and how to invest were usually made independently from philanthropy. This notion is …

Nicholas Cintineo

Senior Investment Consultant

Endowments & Foundations » Balancing Varying Perspectives in Your Endowment/Foundation Spending Decisions

March 21, 2018 | Investment Management

Spending decisions are at the core of what endowments and foundations are designed to do. Spending, in this case, refers to distributions or withdrawals designated to support the missions of non-profits and charities. Despite most agreeing on the importance of these decisions, there may be little …

Endowments & Foundations » Webinar: A Closer Look at Spending for Endowments & Foundations

March 01, 2018 | Investment Management

  When it comes to spending, different stakeholders might see endowments or foundations in radically different lights. These varying perspectives can have a major impact on your organization’s investments, policies, and fundraising. We review each of these perspectives in detail, …

Markets & Economy » Volatility Awakens

February 06, 2018 | Market Commentary

The Dow Jones Industrial Average (DJIA) gave up more than 1,100 points yesterday in its largest one-day point decline on record. The S&P 500 dropped 4.1% for the day, and the CBOE Volatility (VIX) Index more than doubled. The downward move in equities began early last week, and the selloff …

Markets & Economy » Would You Buy This Smart Beta Strategy?

December 05, 2017 | Market Commentary

Smart beta investing strategies are on a roll. As one of the fastest growing exchange-traded fund (ETF) categories, there are now nearly 700 available in the market. With the number of smart beta ETFs increasing every year, their surging popularity is grabbing investor attention as the approach …

Nicholas Cintineo

Senior Investment Consultant

Endowments & Foundations » Documentation: A Simple Step to Strengthen Fiduciary Oversight

May 19, 2017 | Fiduciary

Documentation is a simple but often overlooked aspect of a successful endowment or foundation. Not only is it a way to record processes and procedures, but it’s also closely related to the duties of care and obedience that each fiduciary in an organization is bound to. It’s important for …

Library » Featured Product: Manning & Napier Fund, Inc. Strategic Income Series

April 11, 2017 | Active Management

Today’s environment has become increasingly challenging for investors that are reliant on income generation. Economic growth in the U.S. and abroad remains sluggish, valuations for both fixed income and equity securities have become less compelling, forward return expectations are relatively …


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