Strategic Asset Allocation for Endowments and Foundations
In developing asset allocation and investment implementation strategies, endowments and foundations should consider more than just target returns. Today, you must think in terms of the key parameters of safety, growth and efficiency of portfolio allocations as you pursue your organization's core mission.
Join our investment experts who will discuss our 2016 outlook for the capital markets and ways to reframe the asset allocation process by asking questions such as:
•What do I need in safe assets?
•What is my limit on illiquid commitments?
•What mix of, and approach to public market assets?
•How important is managing volatility?
Our investment experts will also model starting portfolio positioning in light of the strategic and opportunistic themes included in our market outlook.
RecordedJan 7 201642 mins
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Matthew Peron, Global Head of Equity; and Michael Hunstad, PhD, Director of Research
Institutional investors are increasingly using factors as a lens to analyze asset allocation, but what is the optimal mix of factors when it comes to portfolio construction?
In this next installment of our webinar series, we take a more holistic approach to discussing how factors should be viewed in the context of your strategic and tactical asset allocation and fulfillment.
Mamadou-Abou Sarr, Global Head of Sustainable Investments and Julia Kochetygova, Sustainable Investment Research Analyst
Emerging Markets have re-gained the interest of investors with a long-term view, however, there are still pockets of risk associated with investing in emerging markets companies, especially when it comes to corporate governance. With high levels of government or concentrated ownership potentially impacting organizational strategy and performance.
In this webinar our experts will discuss the impact of governance concerns in this region, and how investors can take advantage of customized ESG screens to reduce their risk when investing in the emerging markets.
John Keshner, Managing Director of Endowments and Foundations
Endowments have dual policy mandates: supporting ongoing distributions and protecting purchasing power. If investment policy is viewed as a "first lever" to help manage the volatility of distributions and support greater portfolio and distribution growth, distribution policy can be viewed as the "second lever".
Does your organization's current distribution policy complement your investment policy to help support these mandates?
In this 10-minute discussion, John Keshner, Managing Director for Endowments and Foundations, discusses how certain distribution policies may help achieve better outcomes.
For investors taking an index approach to ESG, using Best-In-Class ESG offers an opportunity to take their commitment to sustainable investing a step further.
In our thirty minute webinar you will hear from one of our ESG experts on:
• What Best-In-Class ESG is
• Why Best-In-Class ESG is darker green than screening or norms based ESG
• How you can invest in Best-In-Class
With over 25 years of responsible investing experience and $60 billion managed to sustainable strategies, Northern Trust Asset Management is helping investors around the world integrate their values with their investment goals.
*Best-in-class ESG is industry terminology referring to an investment approach that overweights companies that are leaders in implementing ESG.
As a leading global asset management firm, our investment expertise, strength and innovation have earned the trust and confidence of the world’s most sophisticated institutional and individual investors.
With more than $900 billion* in assets under management, and a long-standing history of solving complex investment challenges, we believe our strength and stability drive opportunities for our clients.
*As of 09/30/2017, AUM was $1.1 trillion, which included AUM managed by Northern Trust Corporation and Northern Trust Asset Management.