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

Female Doctor Talking To Patient During Mammography Test In Examination Room

New Requirements for Breast and Cervical Cancer Screening

Our insight outlines what group health plan sponsors need to know to comply with these preventive care updates.

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

Read Full Insight

Hispanic Young Business Woman Working On Laptop Computer Reading Financial Document Report In Office

Top 10 Compliance Checks to Simplify Annuity Fund Oversight

Our handy tool makes it easy for trustees and multiemployer annuity (DC) fund plan administrators to stay on top of critical compliance steps.

Retirement, Investment, Multiemployer Plans

Get the checklist

Male Therapist Encourages Distressed Male Veteran

MHPAEA Litigation and Enforcement News

See the Mental Health Parity and Addiction Equity Act (MHPAEA) litigation on hold and enforcement considerations, plus next steps for plan sponsors.

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

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.