News and Analysis of Foundation Investment Performance

Newsletters

State Overview: Michigan

By

All data used in rankings and calculations is provided by FoundationMark and FoundationIQ and reflects foundations with over $1 million in assets.Overall Ranking by State Michigan foundations reported total assets of $32.7 billion, ranking 7th among states.Michigan foundations 5 year total asset growth of 4.3%, ranked 34th.The average 5 year annualized … [Read more...] about State Overview: Michigan

Foundations and Endowments: A Case for Risk

By

Similar Yet DistinctMost people consider foundations and endowments to be essentially interchangeable entities as both can be viewed as pots of money that exist to provide charitable support to nonprofits.  But if you peel back the first layer of the onion, you will see structural differences between the two that can have important implications on their investment … [Read more...] about Foundations and Endowments: A Case for Risk

Foundations and Endowments: Cousins, not Twins

By

Similar Yet DistinctMost people consider foundations and endowments to be essentially interchangeable entities as both can be viewed as pots of money that exist to provide charitable support to nonprofits.  But if you peel back the first layer of the onion, you will see structural differences between the two that can have important implications on their investment … [Read more...] about Foundations and Endowments: Cousins, not Twins

Bend it Like ….Markowitz

By

The economist Harry Markowitz won a Nobel prize for his work on Modern Portfolio Theory (MPT).  One of the core concepts of MPT is that diversifying an investment portfolio can change the overall risk/return profile of the portfolio as a whole.  MPT can most easily be represented graphically.   If one had a list of assets classes with expected returns and expected volatility, … [Read more...] about Bend it Like ….Markowitz