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

Focused Hispanic Businessman Using A Laptop At The Office

2027 Compliance Priorities for Plan Sponsors

Explore 2027 health and retirement compliance priorities for plan sponsors, including regulatory, legislative and fiduciary developments.

Retirement, Health, Multiemployer Plans, Public Sector, Healthcare Industry, Higher Education, Mental Health, Corporate

Read Full Insight

Business Partners Cooperating At The Small Modern Office

Q4 2026 Trends Focus: Transparency in Coverage

See how Transparency in Coverage data can help health plan sponsors evaluate network pricing, identify savings and strengthen fiduciary oversight.

Health, Multiemployer Plans, Public Sector, Healthcare Industry, Higher Education, Corporate

Read Full Insight

Multi Ethnic Group Of Businesspeople Collaborating In The Office

Why Now Is a Great Time for Pension Plan De-Risking

See how funding objectives, plan maturity, cash flows and ALM studies can guide pension plan sponsors toward the right de-risking strategy.

Investment, Retirement, Consulting Innovation, Multiemployer Plans, Public Sector

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.