Distribution Policy for Endowments and Foundations
The 2nd lever to help minimize operating volatility
Endowments and foundations have dual policy mandates – supporting ongoing distributions and protecting purchasing power. Does your organization’s current distribution policy complement your investment policy to help support these mandates?
Which of these distribution policies is right for your organization?
• Simple Percentage
• Rolling Average
• Banded Inflation
• Blended Rule
How will your distribution policy stand up in challenging economic and market environments?
In this webinar we examine how different distribution policies can impact the volatility of distributions and discuss strategies that can help you better manage distribution variability and support greater portfolio and distribution growth over time.
RecordedMar 10 201653 mins
Your place is confirmed, we'll send you email reminders
Michael Hunstad, PhD, Head, Quantitative Strategies, and Jordan Dekhayser, CFA, Equity Strategist, Northern Trust
Northern Trust Asset Management’s quantitative research group has performed comprehensive analysis on 300+ institutional portfolios, and they often find the same problem: dilution of material equity exposure is causing portfolios to underperform. In this session, we will take a deep dive into the root cause of common dilution outcomes at the portfolio and strategy level, and what you can do to fix it.
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 $1.2 trillion in total assets under management,* and a long-standing history of solving complex investment challenges, we believe our strength and stability drive opportunities for our clients.
Our forward-looking, historically aware investment approach powers a broad range of capabilities and solutions. And our comprehensive asset class offering includes passive, factor-based, fundamental active and multi-manager solutions that are available in a variety of investment vehicles.
At Northern Trust Asset Management, we are committed to delivering unparalleled service and expertise with the highest ethical standards.
Learn more at northerntrust.com/strength.
*Represents total assets managed by the subsidiaries of the Northern Trust Corporation as of December 31, 2017