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Deborah Spalding

Tactical Allocation: Winning Strategy or a Fool’s Game?

Posted by Deborah Spalding, Kristofer Kwait on Oct 4, 2019

Topic: Asset Allocation | Investment Strategy | Risk Management

Institutional investors overseeing long-term pools of capital typically define their strategic asset allocation with specific targets and bands or ranges...

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Getting Started in Responsible Investing

Posted by Deborah Spalding on Feb 25, 2019

Topic: Investment Strategy

The biggest challenge in implementing any type of responsible investment program is in clearly defining and prioritizing those issues most relevant to an organization. Although it may seem a straightforward exercise, there are often several challenges that prevent boards from taking this crucial first step. These include . . .

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Are You Ready for the Next Crisis?

Posted by Timothy T. Yates, Jr., Deborah Spalding on Sep 18, 2018

Topic: Investment Strategy | Spending Policy

Ten years ago Lehman Brothers failed, representing the largest bankruptcy in history, and accelerating a global financial crisis that would knock many non-profit portfolios backward. The good news is that markets have been relatively calm since the fall of 2008. The bad news is that another crisis will inevitably upset the financial markets. And so on the 10-year anniversary of Lehman, we should ask ourselves, are we ready for the next financial pothole? At Commonfund, we are working with clients to develop a road map, or “crisis playbook"...

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