Investment Strategy

Commonfund Manager Spotlight | Brightwood Capital Advisors

Posted by Commonfund on Mar 6, 2019

Topic: Investment Strategy

Commonfund's Caroline Greer interviews Sengal Selassie, Co-CEO and Co-Founder of Brightwood Capital Advisors in this Commonfund Manager Spotlight.

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The Fallacy of Manager Diversification – How “Horse Races” Can Increase, Not Reduce Risk

Posted by Keith Luke on Mar 5, 2019

Topic: Investment Strategy

On the surface, hiring two (or more) multi-asset managers to manage an entire portfolio may seem like a good idea. Intuitively, it would seem to...

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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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Stormy Markets, Steady Institutional Investors

Posted by Net Assets on Jan 25, 2019

Topic: Investment Strategy

Investment guidelines enable institutions to weather market volatility better than individuals, on average, and a crisis playbook can provide additional assurance. The 2017 calendar year saw just eight trading days where the stock market lost or gained more than one percent in a single day. 2018 had 64 such days. That makes the current market seem volatile, but it’s in line with historic volatility....

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Investment Strategies for Long-Term Investors | An Interview with Kris Kwait

Posted by Commonfund on Nov 28, 2018

Topic: Investment Strategy

Kris Kwait, Deputy CIO and Head of Investments, discusses investment strategies for long-term investors in the current market environment.

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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

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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Five Questions to Ask Your Advisor:
Costs of Portfolio Management

Posted by Amy Harlacker, Keith Luke on Jul 24, 2018

Topic: Investment Strategy | Outsourced Investing

Costs matter. With expectations for lower market returns over the coming years, every basis point of net performance is particularly important. Furthermore, the compounding effect of high fees can significantly impact spending for mission over time, so understanding the true cost of portfolio management is vital, but also a challenge.

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Inaugural Corporate Responsibility Report and 2018 Mid-Year Letter

Posted by Mark J.P. Anson, Commonfund on Jul 12, 2018

Topic: Governance and Policy | Industry Knowledge | Investment Strategy | Responsible Investing

We are pleased to share with you our inaugural Corporate Responsibility Report. Since our founding in 1971, Commonfund has pursued a singular mission – to enhance the financial resources of our clients by delivering exceptional performance, service and insight. Beyond our focus on investment excellence . . .

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Equity Portfolio Construction – Through a Risk Factor Lens

Posted by David Scarozza on Jun 28, 2018

Topic: Equities | Investment Strategy | Risk Management

At Commonfund, we aim to build multi-manager, active risk equity portfolios with a clear objective of consistent outperformance versus passive policy benchmarks. Our approach is to take intentional and measured “risk away from the benchmark” by allocating to a variety of managers who employ active risk strategies...

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What are the Differences Between SRI and ESG?

Posted by Commonfund Institute on Jun 19, 2018

Topic: Industry Knowledge | Investment Strategy | Responsible Investing

There are many terms referring in some way to practices related to responsible investing: socially responsible investing; mission-related investing; impact investing; integrated reporting; and investing according to environmental, social and governance principles. These terms are often grouped under the same category of responsible investing, but this generalization is misleading..

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