Endowment & Foundation Strategy Roundtable 2024
Roundtable Recording
Join senior Canadian endowment and foundation representatives as they discuss ongoing innovations at their institutions, their current investment priorities and the challenges that their teams face today. Asset allocation, investment objectives, sustainability, impact investing, decarbonisation, governance and resourcing are all under the spotlight. Supported by data from bfinance’s Endowment & Foundation Investment Survey.
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Endowment & Foundation Investment Survey
61 senior endowment, foundation and charity/nonprofit investors across 16 countries contributed data and insights for this global study.
Latest Endowment & Foundation case studies
Strategic Investment Review
A UK-based Charity was seeking support for evaluating their current investment approach and...
Strategic review of FX hedging policy
A Northern-European endowment organisation engaged with bfinance to review its strategic approach...
US/Canada Equity, Dividend Focus
This investor sought to switch from passive strategies towards active management, with the primary...
Portfolio Solutions – Strategic Portfolio Design, Real Estate and Infrastructure
This German endowment fund engaged bfinance to review its current real estate and infrastructure...