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White Papers & Articles

Changing the Conversation on College and University Resources

Posted by Cathleen M. Rittereiser on Jun 30, 2020

Topic: Governance and Policy | Industry Knowledge | Investment Strategy

William Massy has spent his entire career at the intersection of academia and administration, as a microeconomist; professor, dean and CFO at Stanford...

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Increasing Giving During COVID-19: Thoughts for Philanthropy

Posted by Cathleen M. Rittereiser on Jun 22, 2020

Topic: COVID-19 | Industry Knowledge | Investment Strategy

The Council on Foundations has acted to support its members, their nonprofit partners, and the people and communities hit hardest by the impacts...

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Nonprofit Leaders Spotlight | Rochelle Witharana, Chief Financial Officer, California Wellness Foundation

Posted by George Suttles on May 26, 2020

Topic: Diversity | Investment Strategy | People

With nearly $1 billion in assets, The California Wellness Foundation, is one of California’s largest public health philanthropic institutions . . .

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Intergenerational Equity and Sustainable Investing

Posted by George Suttles on Apr 24, 2020

Topic: Governance and Policy | Responsible Investing

Intergenerational equity was defined by economist James Tobin in 1974. He wrote, “The trustees of endowed institutions are the guardians of the future . . .

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Private Capital Secondaries | An Overview

Posted by Cari Lodge on Apr 14, 2020

Topic: COVID-19 | Private Capital

COVID-19 is impacting the world in unprecedented ways. Today, it is estimated approximately 75 percent of the U.S. population or, almost 250 million people, are staying at home. Globally, over 1.5 billion people have been asked to stay at home. Wine.com, an online wine distributor and one of our secondary investments, has seen demand in March more than double from the year earlier, and was accelerating to three times the year earlier pace in the early days of April. It is too early to tell the full impact on the private capital market. However, if there are comparisons to be made to the global financial crisis, the secondary market may see opportunities to invest at highly attractive returns.

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Higher Ed in the Age of COVID-19

Posted by Commonfund on Apr 6, 2020

Topic: COVID-19 | Industry Knowledge | Market Commentary

Commonfund convenes an expert panel to take on the short- and intermediate-term threats that higher education confronts in the face of a national . . .

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How Can Trustees Achieve Intergenerational Equity in the Face of Rising Costs?

Posted by Cathleen M. Rittereiser on Apr 2, 2020

Topic: Governance and Policy | Industry Knowledge

Why and how the HEPI matters to trustees and how they can and should employ it to achieve intergenerational equity.

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Viewpoint | Responsible Investing: Evolution, Not Resolution

Posted by Commonfund Institute on Mar 6, 2020

Topic: Industry Knowledge | Responsible Investing

In recent years, responsible investing has received mounting levels of attention from all quarters of the investment management field, from institutional investors large and small to global asset managers to reporting and analytical service providers, not to mention organizations whose mission it is to promulgate responsible investing. Many of their comments and study results have found their way into the media, keeping the industry’s attention riveted on the subject and raising visibility among the investing public.

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Optimize Luck

Posted by Cathleen M. Rittereiser on Feb 12, 2020

Topic: Industry Knowledge | Investment Strategy

Optimize Luck originated in a group discussion I facilitated for the Investment Institute, a membership organization for institutional investors based in...

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The Sustainability Conundrum

Posted by Deborah Spalding, Mark J.P. Anson, John Delano, Kristofer Kwait on Feb 12, 2020

Topic: Responsible Investing

Sustainable investing, sometimes called environmental, social, and governance (ESG) investing, has been a hotly contested topic for decades, an the debate continues with both supporters and naysayers drawing battle lines across the social divide. Do ESG intitiatives add value to an investment portfolio? Subtract from it? Are they neutral, but with the potential to be valuable?

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