Small- and Mid-Size Nonprofits’ Big Investment Challenges (Fidelity Investments)
Fidelity recently conducted a study of endowments and foundations (E&Fs), which examines key metrics to help E…
Endowments and Foundations
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Frameworks for Endowment and Foundation Spending Policies (Meketa)
Our focus in this paper is on endowments and foundations that aim to maintain intergenerational equity, and how…
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CIO Views | 2nd Quarter 2025 Commentary (TIFF IM)
We have been expecting above-average volatility, and we got it this quarter. DOGE appears to have ended with very…
The Oracle of Tampa and the Modern Portfolio Theory (MPI)
The fund’s star manager may dismiss Modern Portfolio Theory – but MPT has no trouble explaining his returns.
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