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

Monday, April 16, 2012 1:00 PM ET

Overview

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

Fees

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

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CPE Information

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