Critical thinking, critical issues

Navigating the new normal: Endowment and Foundation investing in an evolving market

February 14, 2024 Mercer
Critical thinking, critical issues
Navigating the new normal: Endowment and Foundation investing in an evolving market
Show Notes

Opinions expressed are those of the speakers based on market conditions as of the date of recording, are subject to change without notice and do not necessarily reflect Mercer’s opinions.


In this episode, Texas Hemmaplardh, US Not-for-Profit Investment Leader is joined by Olaolu Aganga, US Chief Investment Officer and Shane Brereton, Senior Investment Consultant, Australia to discuss the critical issues facing Endowment and Foundation (E&F) investors around the world and share practical takeaways for E&Fs navigating the ever-changing investment landscape.

 

Together they also explore the challenges and opportunities that arise from the dynamic nature of long-term investing, including the impact of inflation on long-term investments, the role of private and unlisted assets in portfolio diversification and aligning investment objectives with changing market conditions.  


This does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract.


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