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Selected Research for Endowments, Foundations & Charities

Wealth Planning

MissionPossible Summer 2014

While many nonprofits are seeing an uptrend in lifetime gifts, they’re also observing that donors are being careful to stay well within their giving capacity—a reasonable choice, given the modest expectations for capital markets returns.

August 7, 2014

Wealth Planning

Trust-Worthy Decisions: A Guide to Managing Trusts

Modest expectations for investment returns, higher tax rates, and longer lives for beneficiaries combine to make the job of a trustee especially challenging today. Trustees now have more tools to deploy in fulfilling a grantor’s intentions, but to use them well, they need to foresee how decisions made today may affect trust performance decades into the future. Using our Wealth Forecasting System, we researched the comparative benefits of various strategies a trustee might choose.

July 1, 2014

Wealth Planning

MissionPossible Fall 2013

How much can your portfolio earn? How much can you afford to spend? If your organization’s funding has recently increased or decreased, how will your spending policy and investment policy affect its long-term financial strength? The latest issue of MissionPossible suggests some answers.

December 1, 2013

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Recent Institutional Research


Confronting the Income Conundrum

Today’s low-yield environment has created significant challenges for investors who need their portfolios to deliver a high and stable stream of income. But the yields available on traditional income-generating assets such as bonds, cash and high-dividend stocks often aren’t high enough to meet their needs.

June 1, 2015

Fixed Income/Bonds

Across the Universe

How Global Bonds Meet the Core Objective

Over the last 30 years, compelling evidence has accumulated that suggests currency-hedged global bonds have a superior risk/return profile to US bonds, with more potential opportunities to add value. In addition, global bonds have historically provided better risk mitigation to US bonds and stocks during extreme downturns. In this paper, we demonstrate that hedged global may be a better way to meet an investor’s core bond objective.

March 1, 2015

Quality over Quantity

Concentrated Equities

The last two decades have seen a dramatic migration of US and global equity investors toward passive approaches, especially in large-cap stocks. Passive investing may be cheaper on the surface, but we think investors are taking on more risk than they know. We think it makes sense to combine passive strategies with highly concentrated strategies.

December 31, 2014

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