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Selected Research for Endowments, Foundations & Charities

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

Wealth Planning

Smarter Giving for Private Foundations

A New Approach to Align Spending Policy with Mission

The philanthropic world has been hit hard by global financial turmoil and a weak economy, and private foundations’ spending policies have suddenly entered the spotlight. Thoughtful analysis and financial modeling can help foundations address spending policy to best achieve their charitable goals.

September 20, 2010

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Recent Institutional Research


Be More Agile: A Flexible Approach to Equity Investing

Investors want reliable returns and, with bond yields near all-time lows, equities are an obvious choice. But investors are also wary of the risks. We believe that a flexible portfolio that adapts to current market conditions can deliver a better risk-reward trade-off.

January 31, 2014

Fixed Income/Bonds

A High-Yield Opportunity Not to Be Missed

The euro high-yield market may already have come of age, but it keeps on improving with time. There are challenges ahead, but our research points to several areas where investors can add value. With careful security selection, this market remains a key investment opportunity.

January 31, 2014

Fixed Income/Bonds

Monetary Policy in Flux

Senior Economist—Europe
Director—Global Economic Research

Evolving economic challenges are transforming central banking around the world. The new monetary policy doctrine is likely to put greater emphasis on asset-price developments. But, without a true monetary anchor, central banks could still risk a repeat of the recent boom/bust cycle.

January 8, 2014

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