Library

Endowments & Foundations » Webinar: Fiduciary Insights for Endowments & Foundations

September 30, 2016 | Investment Themes

Fiduciary issues are often at the forefront of board members’ minds, and with good reason - it can be a complex and ever evolving topic. Nicholas Cintineo, Senior Investment Consultant, discusses some of the most common questions we’ve received from endowments and foundations about fiduciary best …

James Ebenhoch

Endowment/Foundation Consultant

Endowments & Foundations » Five Ways to Attract Millennial Donors

August 17, 2016 | Investment Themes

Millennials, between the ages of 18-32 or born after 1980, are overtaking baby boomers as the largest living population, according to the 2015 census. Millennials already account for 11% of total non-profit giving and nearly 60% of millennials say they give to charities. With more millennials …

Endowments & Foundations » Four Ways to Build Stronger Relationships with your Donors

July 13, 2016 | Investment Themes

How well are you stewarding the donors that keep your organization running by investing in time, talent, and treasure? Are your donors in a rewarding and meaningful relationship with your organization? Implementing donor stewardship activities can increase trust and improve donor relationships to …

Endowments & Foundations » Webinar: 5 Habits of Successful Endowments & Foundations

June 20, 2016 | Investment Themes

While investment returns are largely outside of your control, the policies and processes which define your organization are not. James Ebenhoch, Endowment & Foundation Consultant, and Nicholas Cintineo, Senior Investment Consultant, discuss the habits and norms that we’ve seen shared across many …

Markets & Economy » Digital Trends Driving Opportunity

June 02, 2016 | Investment Themes

The internet has evolved into the primary source of information for all of society and is quickly becoming the foundation for voice, video, and data communications. Not only does the internet provide an alternative means to distribute and repurpose content, but the massive adoption of the …

Markets & Economy » Unlocking Income: Using a BDIA to Optimize Cash

June 01, 2016 | Investment Themes

Before the 2008 Global Financial Crisis, public and private organizations generated sizable returns on cash deposits held at banks, in money market accounts, and through certificates of deposit. Today, post-crisis regulations make it nearly impossible to generate meaningful income on excess cash …

Markets & Economy » “Go for Growth” Still a Sound Strategy in Today’s Market

May 18, 2016 | Investment Themes

Stocks perceived as mitigating the effects of market volatility were popular among investors in the first quarter. Big swings in equity markets drove a flight to quality that benefitted dividend-paying sectors such as Utilities and Telecommunication Services (which were the two best- …

Nicholas Cintineo, CFA®, CIPM®

Senior Investment Consultant

Endowments & Foundations » Endowment & Foundation FAQs: The Hidden Risks of Fixed Income

April 26, 2016 | Investment Themes

Many Endowments & Foundations have questions on how to navigate the risks in today’s fixed income environment so they can stay on track towards their long-term goals. Here, we share our perspective on the current risks and how they can be managed. Why should Endowment & Foundation investors be …


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