During market volatility, nonprofit leaders and board members can begin to get nervous about the endowments investments. While most nonprofits can refer to their investment policy for guidance, it also helps to remember three important concepts when reviewing your nonprofit’s long-term investment. 1. Target allocations are an investor’s friend. We work with our clients to develop a target asset allocation after a Read More
Recession or Not? A Conversation with Bill Kan, Candent Capital
We recently spoke to Bill Kan, the founder of Candent Capital, a firm based in the Bay Area providing financial planning, investment and wealth management services, to ask him what he thinks about all of the buzz around whether we are going to suffer another recession, after having experienced one two years ago. So Bill are we going to have a recession or not and what should nonprofit endowment investors be prepared Read More
Nonprofit Endowment Investing During a War in 9 Charts
Nonprofit endowments with funds to deploy toward their philanthropic mission have been trying to make sense of Russia’s invasion of Ukraine. The conflict has created another setback for a global economy struggling to recover from the ravages of the pandemic. The West’s economic sanctions have spurred investors to dump Russian assets, causing the ruble to lose over two-thirds of its value vs. the dollar almost 10 days Read More
Nonprofit Endowment Investing and Geopolitical Risk
It has been less than a week since Russian military forces invaded Ukraine and already pundits are predicting dire global economic and investment consequence. Still, the outlook is very uncertain as no one can predict how sanctions will affect President Putin’s actions, as well as those of other actors in this crisis. Uncertainty is never a time to change one’s long-term nonprofit endowment investment strategy. Read More
Investing in Women: A Direct ESG Approach
Closing the Network Gap for Women and Minority owned businesses First, the entrepreneur’s viewpoint on investing in women Since women represent 50.8% of the population in the U.S., I never thought about investing in women as both necessary and as a gender equality approach. It was not until I was more seasoned in my career that I began to see why - there are very few women in senior positions in the world of Read More
Afraid to Talk About Money?
Sharing our financial challenges and insecurities can bring relief and ideas on how to take control of our financial futures. Many of us were taught as children and young adults not to talk about money. “It’s vulgar,” our parents would say, or “That’s rude to ask someone what they make or how much their house costs.” Instead we ruminate in private about these things, slyly looking up our friends’ houses on Zillow Read More
