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It is a fact that the process of lending and investing has changed and become much easier as a growth mechanism. There are a myriad of reasons and specifics, such as the explosion of private equity, disintermediated bank lending principles after the financial crisis, and the migration of traditional bank lenders to higher earning situations. […]

The world, and the markets, have changed. You may find yourself adapting to different economic and market changes for a new definition of value. Quality is still a prime focus that looks to companies with solid management, financials, and competitive advantage for answers. Your organization and the companies you invest in must have the ability […]

During 2020, “Cash hoards swelled … after companies issued record-breaking amounts of debt to bolster their balance sheets against the Covid-19 pandemic’s disruptions … US companies had sold more than $2 trillion of investment-grade and high-yield bonds … At the same time, many cut share repurchases, dividends or capital expenditures.” – The Wall Street Journal We […]

Investing in infrastructure is essential for the future as the world is faced with limited natural resources, a growing population, and a steadily rising movement of people, goods, and commodities. At the core is a need to invent new technologies to make our resources last. The initiative will be expensive, and long-term investments have incredible […]

As an organization, you face unique challenges in managing your investments, particularly when it comes to meeting mandatory spending requirements. Other institutions can reduce spending during economic downturns, but your foundation may have less flexibility. You may even be forced to withdraw assets that could significantly hinder the achievement of your long-term investment objectives and […]

It’s been a dreadful year for many colleges due to COVID-19. During the 2020-2021 academic year, enrollment was down, along with room, board, parking, and other revenues. Depending on the state of your endowment, previous negative financial trends may have accelerated into bigger problems. Mergers in educational institutions have been on the rise, such as […]

Investment markets live up to their reputation for periods of volatility, especially in recent weeks. But the uncertain economy has tremendous potential for damage. When the S&P 500 index falls along with the Dow Jones Industrial Average and the Nasdaq Composite is off 2.3%, it feels pretty bad. But when each index is down more […]

Investment profits drift as individual securities in your portfolio appreciate or depreciate and veer away from their original allocations over time. A combination of things will lead to this scenario. Most recently, the delayed tax filing date and unexpected tax gain payments may be one of the culprits as it is linked to market activity. […]