2022 Endowment & Foundation Investment Trends: What All the Cool Kids Are Doing

FEG Insight Bridge

English - February 15, 2022 18:00 - 38 minutes - 26.5 MB - ★★★★★ - 3 ratings
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Previous Episode: Rethinking Risk & Return with Cliff Asness

Next Episode: The Progress Machine with Larry Siegel of the CFA Institute Research Foundation

Join Greg as he sits down with Wellington Management’s Multi-Asset Strategist Cara Lafond to discuss the ins and outs of the current investment landscape for endowments and foundations (E&Fs). Cara is responsible for researching investment policy and portfolio construction and advising clients on portfolio risks and opportunities, with a focus on Endowments and Foundations.

In this episode, Cara shares the top five E&F investment trends for 2022, including how institutions are rethinking their strategic asset allocations, how institutions are gearing up to face the coming environment of rising rates and inflation, her insights on navigating public-private crossover, strategies for investing in China, and different approaches to ESG implementation. She also breaks down some of the misconceptions around endowment models, discusses how to lean into innovation, and how to determine if a manager is right for you. You won’t want to miss this episode!

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