Insights Blog

Risk Management and Operations:
5 Takeaways from Commonfund Forum 2019

Posted by Amy Harlacker, Dana Moreau, Brian Rondeau on May 17, 2019

Topic: Risk Management

The majority of investors’ attention is often focused on the performance of the funds or managers in their portfolio. And rightfully so. The numbers that appear on statements month after month will determine to a large extent whether an institution can continue to pursue its mission over an extended period of time. But those monthly performance statements are not the only arbiters of success or failure in the investing sphere. The areas of risk, legal and compliance, operations and...

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Taking a Fresh Look at Spending Models

Posted by Commonfund on May 14, 2019

Topic: Industry Knowledge

Investors have limited control over the returns their portfolios generate. They do however have more control over their spending. That doesn't make it easy. Commonfund experts take a look a various spending models in this Forum 2019 session.

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Surprising Stewardship Lessons from the Miracle on the Hudson

Posted by Cathleen M. Rittereiser on May 13, 2019

Topic: Industry Knowledge

“When you’ve suffered a complete loss of engine thrust over the largest city in America, you must act quickly and independently to address..."

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5 Key Questions: Comparing Fees of OCIO Providers

Posted by Keith Luke on May 8, 2019

Topic: Outsourced Investing

The market for Outsourced Chief Investment Officer (“OCIO”) services has boomed over the last decade. Today, OCIO assets under management are by some estimates nearly $1.5 trillion, 2.5 times the level of just seven years ago . What’s more, industry estimates are for double digit annual growth among endowments and foundations over the next several years . Yet with this “mainstreaming” of OCIO services, why is it that fees and expenses of OCIO providers are so opaque and difficult to compare?

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Chart of the Month | U.S. Jobs Machine Keeps Cranking

Posted by Commonfund on May 1, 2019

Topic: Market Commentary

This month we turn our attention to the economy and, specifically, employment. As investors contemplate when this historically long period of economic...

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Donor Advised Funds: Changing the Philanthropic Landscape for Higher Education

Posted by George Suttles on Apr 24, 2019

Topic: Industry Knowledge

Donor Advised Funds (DAFs) are the fastest growing giving vehicle in philanthropy. A DAF is like an investment account dedicated to the purpose of supporting charitable organizations. Cash, securities, and/or other assets can be contributed to a public charity, otherwise known as the sponsoring organization. This allows the donor to be eligible for an immediate tax deduction. Those funds can then be invested for tax-free growth while the donor retains the right to ...

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A Sit-Down with Richard Fisher

Posted by Commonfund on Apr 11, 2019

Topic: Industry Knowledge

As a follow-on to the Commonfund Forum 2019 panel discussion, The Global Economy and the Return of Risk, Richard Fisher, former President and CEO of the Federal Reserve Bank of Dallas, sat down to discuss his views on...

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Private Capital Investing vs Public Market Investing, What’s the Big Difference?

Posted by Commonfund on Apr 10, 2019

Topic: Private Capital

The first step of successful private capital investing is to learn what private capital is, what its risks and rewards are, and how it differs from public market investing. Private capital investing has several characteristics that distinguish it from the public securities markets. This blog is part of a series that focuses on the fundamental principles of private capital investing and the key steps to building and maintaining a well-structured private capital program.

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Forum 2019 Attendee Statistics [Infographic]

Posted by Commonfund Institute on Apr 2, 2019

Topic: Industry Knowledge

Commonfund recently hosted its 21st annual Commonfund Forum in Orlando, Florida. The event brought together institutional investors to engage in a two-day conference to explore cyclical trends and tactical opportunities that can help support the missions of their institutions.

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Study of Independent Schools Key Findings [Infographic]

Posted by Commonfund Institute on Mar 12, 2019

Topic: Industry Knowledge

Schools participating in the Commonfund Benchmarks Study® of Independent Schools (CSIS) for the 2018 fiscal year reported an average return (net of fees) on their endowment assets of 7.4 percent. The 2018 fiscal year covers the period from July 1, 2017, to June 30, 2018. In this infographic, we have highlighted the key findings from the study.

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