Archived Insight | August 18, 2020

Endowment Strategies for Higher Education

Higher education is in a financial crisis due to COVID-19. Revenue is down, the fall semester is uncertain and the markets have negatively affected many endowments.

Our nationally recognized investment experts from Segal Marco Advisors share essential insights every institutional investor, CFO, board member and school leader should know about endowment investing during these trying times.

Among other things, they address:

  • Asset allocation and spending rate analysis
  • Prioritizing near term cash and cash flow needs
  • Agile investment policy
  • Manager selection
  • Opportunities for yield and liquidity in an ongoing COVID-19 environment
Endowment Strategies for Higher Education

Explore all COVID-19 information

We're regularly publishing more information on the coronavirus as the situation develops.

Learn More

Learn more from our insights

Young Businesswoman Sharing Business Reports With Colleagues

Model Pension Plan’s Funded Status Increases by 5 Points

In Q4 2024, the funded status of our model private sector single-employer pension plan rose 5 points to 110%. Learn why in the latest Prism.

Retirement, Investment, Corporate

Read Full Insight

Patient Making Payment With A Credit Card Reader Machine In Modern Clinic

Executive Order Targets Better Healthcare Price Transparency

Sponsors of group health plans should ensure plans comply with existing transparency requirements. New enforcement actions are likely.

Health, Compliance, Multiemployer Plans, Public Sector, Healthcare Industry, Higher Education, Architecture Engineering & Construction, Corporate

Read Full Insight

Happy Hispanic Senior Couple Standing Next To A Car At New House

To Reduce Retirement Plan Risk, Balance Stability & Security

Learn four key advantages for pension plan sponsors — plus the advantages for participants — of offering stable and secure retirement plans.

Retirement, Investment, Multiemployer Plans, Corporate

Read Full Insight

This page is for informational purposes only and does not constitute legal, tax or investment advice. You are encouraged to discuss the issues raised here with your legal, tax and other advisors before determining how the issues apply to your specific situations.