Endowment strategy under pressure.
Managing spending, allocation, and sustainability for long-term growth.
Endowment strategy under pressure
Achieving spending objectives is a fundamental long-term priority for any institutional endowment or foundation.
While all foundations seek to balance expenditures over time, they must also safeguard their purchasing power against inflationary pressures.
Our advice team experts Tom Harvey and Kathleen Walters recently collaborated on a white paper that dives into endowments, reassessing their spending policies amid market volatility, declining higher education enrollment, federal funding pressures, and other impactful challenges.
Our latest paper, "Endowment strategy under pressure" gives you insights on:
- Optimizing spending without compromising financial stability
- Strategically managing liquidity in stressed markets
- Aligning asset allocation with both risk tolerance and institutional priorities
Download the white paper now
Get our expert insights for navigating endowment spending and ensuring long-term financial stability.
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