Exploring CAPTRUST’s 2022 Endowment & Foundation Survey Results (Webinar Recording)
Our fifth annual comprehensive survey of endowments and foundations revealed several surprising trends occurring across the nation.
In this webinar recording, CAPTRUST’s endowment and foundation team explores the survey results. Watch to learn how nonprofit organizations are navigating market volatility; responding to calls for environmental, social, and governance (ESG) factors; and investing their portfolios to ensure perpetuity.
The insights gleaned offer a chance to understand what peers are doing and how top-performing organizations are breaking the mold regarding board member pipeline development, asset allocation, alternative investments, and more. Listen as we explore:
Current trends in impact investing
How the investment strategies of grantmaking organizations differ from operating nonprofits
And, with 96 percent of organizations evaluating diversity, equity, and inclusion (DEI) criteria when selecting new board members, whether these and other DEI actions are moving the needle
This document is intended to be informational only. CAPTRUST does not render legal, accounting, or tax advice. Please consult the appropriate legal, accounting, or tax advisor if you require such advice. The opinions expressed in this report are subject to change without notice. This material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. The information and statistics in this report are from sources believed to be reliable but are not guaranteed by CAPTRUST Financial Advisors to be accurate or complete. All publication rights reserved. None of the material in this publication may be reproduced in any form without the express written permission of CAPTRUST: 919.870.6822.
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