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The Nonprofit Market Has Spoken (Webinar Recording)
Do you want to learn more about the experiences of other nonprofits as they relate to asset allocation, spending, governance, and fundraising? Are you looking to compare your organization’s investment strategies to those of others within the endowment and foundation market?
This webinar examines key takeaways gleaned from the responses of your market peers, such as:
Organizations that engage in Environmental, Social, and Governance (ESG) investing were more likely to use active management than passive.
Most respondents target spending levels between 4% and 6%.
Return expectations and market volatility were the most highly ranked investor concerns.
To view and download the entire 2018 Endowment and Foundation Survey Results deck, click here.
This document is intended to be informational only. CAPTRUST does not render legal, accounting, or tax advice. Please consult the appropriate legal, accounting, or tax advisor if you require such advice. The opinions expressed in this report are subject to change without notice. This material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. The information and statistics in this report are from sources believed to be reliable but are not warranted by CAPTRUST Financial Advisors to be accurate or complete. All publication rights reserved. None of the material in this publication may be reproduced in any form without the express written permission of CAPTRUST: 919.870.6822.
This April, the Charlotte Business Journal released its list of the largest financial planning firms in the Charlotte-area. “We are honored to be included on the list,” says CAPTRUST Senior Vice President and Financial Advisor Michael Blair.
“We are humbled to be recognized with [this award], and to be grouped with so many amazing organizational peers,” says Devyn Duex, financial advisor and co-president of the CAPTRUST Community Foundation.
“We make up almost 20 percent of the Barron’s Top 50 list. These are world-class professionals and very talented teams. Best of all, they are just the tip of the CAPTRUST iceberg,” said CEO Fielding Miller.