by Patrick Baumann | Nov 9, 2020 | Best Practices, Defined Benefit Plans, Defined Contribution Plans, Foundations & Endowments, White Papers
At the University of Colorado in Boulder, foundation board members and staff are currently dealing with an unusual lawsuit which alleges mismanagement of its $2.4 billion portfolio1 for lagging the S&P 500. A wealthy donor, Clarence Herbst, sued in July 2020 after...
by Patrick Baumann | Jul 30, 2020 | Best Practices, Capital Markets, Economic Commentary, Industry News, White Papers
The debate between active and passive fund management in institutional investing has been raging for years. Institutional as well as retail investors tend to believe passionately in one versus the other, but what evidence is there to support either approach? Passive...
by Patrick Baumann | Jun 12, 2020 | Capital Markets, Economic Commentary, Investing
Two days ago, on June 10 of this week, the Federal Reserve met and proclaimed their intentions: they plan to keep interest rates at or near zero for the foreseeable future. There will be little to no rate increase until at least 2022. And, according to Fed Chairman...
by Patrick Baumann | Apr 13, 2020 | Best Practices, Capital Markets, Defined Benefit Plans, Defined Contribution Plans
What Can You Do to Help Your Employees When They Need it Most? The economic crisis and recession resulting from the global coronavirus pandemic is hitting everyone. Even if the contraction turns out to be short-lived, few will emerge completely unscathed. If your...
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