Note: Glenmede’s research and strategy teams are working continuously to review new data and market events. We welcome conversations with Glenmede if you have questions about the impacts for your foundation. President Trump’s tariff announcements on April 2 were broader than expected and have led to a negative global equity market reaction. Economic implications... Read More
For many years, small-staffed foundations have been at the heart of the impact investing movement, joining with, and at times leading, larger philanthropies. Small-staffed foundations tend to be more agile than their larger, staffed counterparts; they often have more knowledge on needs in certain issue areas and geographies; they’re better positioned to deploy a greater... Read More
In today’s unpredictable market and economic environment, foundations face distinctive challenges in advancing their missions amid ongoing market volatility. How can they better understand this uncertainty—especially the potential impact of tariffs—on their financial health and long-term sustainability? A Quick History Lesson For nearly 40 years, declining interest rates served as a powerful tailwind for investors,... Read More
Financial advisors who work with investment committees of foundations, endowments, and other philanthropic entities find the fiduciary standard an important component of their work. But many are actually not fiduciaries. In fact, the Dodd–Frank legislation of 2010 required the SEC to study the fiduciary standard, because there is a good deal of confusion among investors... Read More
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