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
Confident Colleagues Working Together On A New Project

Cannot perform runtime binding on a null reference

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

Man At Home Reading His Mail

New HIPAA Rule Will Require Updates to Policies and Notices

Prepare to comply by December 23, 2024: New HIPAA rule on protections for PHI related to lawful reproductive healthcare

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

Read Full Insight

Senior Couple Checking Ruins After Fire Disaster

IRS Explains New Disaster Relief Distribution and Loan Rules

Get details and next steps regarding IRS-issued FAQs on SECURE 2.0’s federally declared disaster relief provisions.

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

Read Full Insight

Businesswoman Working On Calculator And Laptop Calculating Data At The Office

6-Point Jump in Model Pension Plan's Funded Status

In Q1 of 2024, the funded status of Segal’s model private sector single-employer pension plan rose 6 points to 112%. Learn why in the latest Prism.

Retirement, Investment, 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.