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Distance Learning
Distance Learning

OD: 8% Return Targets Are Realistic, Aren’t They?

Monday, April 16, 2012 1:00 PM ET


Endowments and foundations are faced with a unique set of challenges. You are faced with a minimum spending target, yet need a return target above that amount in order to keep yourself funded. In this challenging environment - is 8% realistic? What are the most important decisions for you to make to get you to that targeted amount?
Is it more important to focus on return or to focus on investment strategy? And how do you ensure that your committee’s objectives are aligned with your investment objectives? Join us for a discussion about the practical steps your organization should consider to help you fund your mission.

What You Will Learn

  • Gain a better understanding of the market impact on your organization’s investment programs
  • Learn about the levers you have available to pull to meet your goals, and when it’s appropriate to pull each lever
  • Hear real life examples of the strategies endowments & foundations are employing to meet their spending & investment goals 

Meet the Presenters

  • Steve Murray, Director, Asset Allocation  Strategy, Russell Investments
  • Janice Abraham, President & CEO, United Educators Education’s Own Insurance Company

Who Should Attend

  • Chief business and financial officers
  • Chief investment officers
  • Treasury managers
  • Investment committee members
  • Endowment and financial analysts
  • Trustees
  • Presidents
  • Board members

Course Information

  • Length: 100 minutes


Member Site Fee: $189.00
Nonmember Site Fee: $219.00


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