For the past few years, investors have enjoyed a long period of relative calm in the markets. In recent months, however, market volatility has begun to rear its head. This volatility can naturally be unnerving, but one must remember that volatility is, in fact, a normal part of the investing cycle. Those of us that... Read More
It’s that time of year again—the days are getting warmer, daffodils and tulips in bloom, and for many, a bit of spring cleaning. Now, have you considered the same for your investment portfolio? This ten step checklist can help: 1. Has the organization’s risk tolerance changed? Think about the time horizon of your organization, an... Read More
In many cases, combinations are much more powerful than individual circumstances. Think hot dogs and mustard, Abbott and Costello, peanut butter and jelly. Investing is not much different. When the power of two schools of investment management—passive and active—are combined in the Core-Satellite approach to portfolio management, the end result tends to be better. Many... Read More
Responsible investing is at the heart of how philanthropy can further systemic changes needed in our economy, society and environment. Forward-thinking foundations and families have invested this way for years, but it’s becoming more mainstream. A growing number of philanthropic organizations and individuals see investments as a way to expand impact beyond grantmaking. Mirror the... Read More
Several months ago, Exponent Philanthropy and partners Mission Investors Exchange and Arabella Advisors released Essentials of Impact Investing: A Guide for Small-Staffed Foundations. Below is an excerpt from the complimentary and actionable guide, geared to foundations with few or no staff that want to align their investments and missions. By David Wood, Initiative for Responsible Investment The early stages... Read More
Originally distributed as part of Glenmede’s Top 5 series While grantmaking remains one of the most powerful ways for philanthropists to create an impact, new ways of thinking have inspired philanthropists to leverage additional strategies. Become a Strategic Partner, Not Just a Funding Source Grantmakers have the ability to impact grantees in a number of... Read More