The chart above shows that foundation asset allocation hasn't varied much year to year. Two long term trends have been a reduction in cash and fixed income holdings and an increase in "Investments - Other". The category "Investments - Other" is a specific line on the foundation's annual filing. The underlying assets may include alternative assets such as private equity and … [Read more...] about Asset Allocation Doesn’t Change Much Even in Crises
Winter 2020
Everything was Great, Until it Wasn’t
The FoundationMark GIV Index estimates that foundations clocked average performance of 18.8% in 2019, the highest in the past 10 years. Foundation assets topped $1.1 trillion according to our estimates and giving grew over 6%, marking a decade long boom in charitable support. The coronavirus outbreak changed everything. As market turmoil continues, commentary is outdated as … [Read more...] about Everything was Great, Until it Wasn’t