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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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.
Nonprofits Roiled by Funding Cuts and Threats of More Cuts (FRBM)
Montana, South Dakota, and North Dakota nonprofits say both public and private funding are affected.
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