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Course correction: Updating E&F asset allocations and policies to meet future objectives

Course correction: Updating E&F asset allocations and policies to meet future objectives

June 22, 2015

Morneau Shepell Endowments and Foundations Survey

Canadian endowments and foundations (E&Fs) play an important role in society by providing ongoing benefits to social, governmental, educational, and health-related institutions. From the 2008 financial crisis to the current environment of economic uncertainty and stubbornly low interest rates, E&F investment committees have faced some challenging market environments.

To better understand the industry trends and investment challenges confronting E&Fs today, Morneau Shepell is pleased to release our first Endowments and Foundations survey. This survey examines E&F investment and spending policies and offers insights into strategies that E&Fs presently employ and are also considering to meet spending requirements. We hope this document will not only provide useful findings on how E&F portfolios are currently positioned, but also offer examples of new investment strategies that could deliver financial growth and sustainability.

 
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