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Private Capital | Articles

What’s the Difference? Time-Weighted Return vs. Internal Rate of Return

Investors often ask about the difference between time-weighted return (“TWR”) and internal rate of return (“IRR”). In general, TWR is used by the investment industry to measure the performance of...

Perspectives | Press Releases

2019 Council on Foundations-Commonfund Study of Foundations Released

National Study Reports Strong Investment Results in 2019 Increased Foundations’ Intermediate-Term Returns   Data from the Council on Foundations-Commonfund Study Show Spending in Support of Mission...

Investment Strategy | Videos

Investment Strategies for Long-Term Investors

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

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Risk Management | Articles

Risk: The Fuel that Generates Portfolio Returns

Risk management: the process of harnessing risk in pursuit of better investment returns In a broad sense, how should nonprofit institutional investors think about investment risk and risk management?...
Private Capital | Insights Blog

Straight Talk About Private Equity

For reasons unknown, many investors assume that private equity may have lost its edge as a key allocation for their portfolios. This perception, however, may not align with reality. By taking a...
Investment Strategy | Articles

Viewpoint: A Different Kind of Climate Change

How have cultural, religious and social service institutions’ investment portfolios changed in response to the financial and market environment that has prevailed over the last several years? While...
Governance And Policy | Insights Blog

10 Point Checklist to Get Governance Right

The regulatory and legislative landscape continues to become more rigorous for nonprofit organizations. In an atmosphere of increasing calls for accountability, boards and senior staff need to take...
Private Capital | Insights Blog

How liquid are Private Capital Investments?

In the wake of the Global Financial Crisis, institutional investors were rightfully concerned about the liquidity profiles of their long term portfolios. Although markets have recovered substantially...
Governance And Policy | Articles

10-Point Checklist: Get Governance Right

Follow this checklist and you'll be on your way…  For nonprofit organizations of all kinds, the regulatory and legislative landscape continues to become more rigorous—which should not come as a...
Investment Strategy | Articles

6 Keys to Choosing the Right Outsourced CIO

Today, few OCIOs that serve nonprofits are total institutional partners. Six questions can help you find one who takes a holistic approach. Not long ago, the definition and scope of an “Outsourced...
Private Capital | Articles

‘What, me? Illiquid?’

Although it has been five years since the collapse of Lehman Brothers—an event that transformed a bad recession into a global financial crisis—the scars of that traumatic episode remain etched in the...
Responsible Investing | Articles

ESG and Your Institution: Doing Well by Doing Good

Investing according to environmental, social and governance principles is maturing into a distinct discipline. Robust research results dispute the conventional wisdom about performance trade-offs. If...
Governance And Policy | Articles

Long-Term Care

Facing cost pressures and a new regulatory regime, healthcare organizations — especially those in the small and mid-sized range — should consider adopting the principles of the endowment model....