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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

More Research

Recent Institutional Research

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

Fixed Income/Bonds

Deflation in the Euro Area: Are We There Yet?

Senior European Economist

With the European Central Bank (ECB) finally recognizing that the euro area is battling against severe deflationary headwinds, further policy easing looks likely. This should help anchor bond yields, but may not be enough to overcome the huge challenges facing the region.

November 20, 2014

After the Beta Trade

Emerging-Market Investing for the Next Decade

Senior Portfolio Manager
Emerging Markets Portfolio Manager
Co-Head, Equities Quantitative Research
Portfolio Manager—Emerging Markets Core Equities and Director of Research—Emerging Markets Value Equities

Tailwinds to emerging-market beta returns are diminishing. Mere beta exposure will no longer be enough to win in developing-world stocks. For long-term success, we believe that investors need to find ways to boost return potential, reduce portfolio volatility and diminish developing-market equities’ high correlations with developed-market equity exposures. That will take a discriminating, active approach.

October 13, 2014

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