In the news
In a recent issue of aiCIO, a trade publication for chief investment officers at the world's largest asset owners, Sun Chemical's Treasurer and Vice President of Finance discussed his company's investment outsourcing partnership with J.P. Morgan's Global Multi Asset Group. He explains how J.P. Morgan acts as a "quarterback" for the entire investment strategy for Sun Chemical's American plan.
Monica Issar, Head of Endowments & Foundations Group and Tony Werley, Chief Strategist, Endowments & Foundations Group discussed about endowments and foundations creating investment policy statements that are flexible for managers and taking into account risk metrics.
Endowments Benefit from Healthy Dose of Risk*FundFire speaks to Monica Issar, Head of the Endowments & Foundations Group, about the drivers of double-digit returns for many of the largest university endowments.
Monica Issar, Head of the Endowments & Foundations Group, explains that many endowments are becoming more mindful of where they take on risk, and in the equity space, are more focused on strategies and companies that are high-dividend payers.
Endowments and Foundations (pdf)
Monica Issar discusses how to approach key investment challenges in this article from Trusts & Estates Magazine's Charitable Giving Supplement.
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