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.



CAPTRUST’s Wes Collins on Financial Wellness at Work

PLANSPONSOR recently published an article written by Wes Collins, senior manager of participant advice services at CAPTRUST. Collins explains that plan sponsors should consider educational programs that help their workers understand what financial wellness looks like at different ages and career stages.

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