There is a core question in managing money that is very difficult to answer, which is How hard is our money working? One hears about taking "calculated risks" or the term "risk adjusted returns" when discussing investment results. Too often the underlying components necessary to evaluate risk aren't disclosed, are difficult to understand, or aren't even measured at all. So risk … [Read more...] about Is Our Foundation Getting the Most Bang for Our Buck?
Coming Soon
The April newsletter is not out yet. Please be sure to sign up to our distribution list for our monthly updates. … [Read more...] about Coming Soon
Accuracy Explainer
How Accurate are the FoundationMark Estimates? After learning that our affiliate, FoundationMark, estimates the investment performance of foundations, the first questions one might ask is how accurate are the estimates? Of course that raises a Catch-22 situation - if foundations reported their performance, you wouldn't need estimates. Fortunately, several large foundations … [Read more...] about Accuracy Explainer
Disclosed Investment Expenses as a Percent of Assets by State
North Carolina and Wisconsin reported the highest disclosed investment expenses, while the Dakotas and Indiana reported the lowest. … [Read more...] about Disclosed Investment Expenses as a Percent of Assets by State
5 Yr Performance by State
Maine and Vermont Lead the Pack As the map and table below shows, Maine and Vermont led all sates, while North Carolina and North Dakota trailed. It bears noting that North Carolina foundations reported the highest disclosed investment expenses. … [Read more...] about 5 Yr Performance by State