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Timely, relevant, and actionable investment perspective, best practices, and planning insights for institutional and wealth management clients from CAPTRUST's Consulting Research Group.

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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?

Then please join CAPTRUST subject matter experts Eric Bailey, Grant Verhaeghe, and James Stenstrom for an in-depth review of the results of our inaugural market survey.

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.

Recognition

Announcements

CAPTRUST Announces 44 Employee Promotions

“Each of these individuals has been instrumental in our company’s rapid growth and success,” said CEO Fielding Miller. “We have built a high performing team that requires we retain and recognize individuals for their leadership and contributions.”

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