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
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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.