Endowments and Foundations
VIDEO: Wellington Management Endowments and Foundations Lessons Learned
System Requirements
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Lessons Learned
New investment realities require a fresh assessment of the basic building blocks of endowment and foundation priorities. Important lessons have been learned during the past year:
- Investors are advised to align investment plans with the mission of the money.
- It is impossible to diversify systemic risk, so it is important to understand what factors drive particular investments.
- There is an increased premium on liquidity and transparency.
- Remember not to panic — keep in mind the long-term nature of your institution.
Endowment and foundation investment officers must dissect their capital needs along multiple dimensions, such as time frame, programmatic requirements, and overall operating budget.