FEG Investment
Advisors

2022 E&F Investment Trends: What All the Cool Kids Are Doing

Join Greg as he sits down with Wellington Management’s Multi-Asset Strategist Cara Lafond to discuss the ins and outs of the current investment landscape for endowments and foundations (E&Fs). Cara is responsible for researching investment policy and portfolio construction and advising clients on portfolio risks and opportunities, with a focus on Endowments and Foundations.

In this episode, Cara shares the top five E&F investment trends for 2022, including how institutions are rethinking their strategic asset allocations, how institutions are gearing up to face the coming environment of rising rates and inflation, her insights on navigating public-private crossover, strategies for investing in China, and different approaches to ESG implementation. She also breaks down some of the misconceptions around the endowment model, discusses how to lean into innovation, and how to determine if a manager is right for you. You won’t want to miss this episode!

Chapters

00:01:30 – Background on Cara and Wellington Management

00:04:04 – Cara’s top 5 E&F investment trends for 2022

00:05:24 – Managing strategic asset allocation in today’s environment

00:09:03 – What to do with fixed income in a rising rate regime?

00:11:51 – Navigating public-private crossover

00:15:56 – How to be sure you’re investing in the right manager

00:18:22 – Leaning into innovation

00:19:42 – Strategies for investing in China

00:25:23 – Different approaches to implementing ESG in portfolio allocations

00:29:55 – Additional E&F investment trends to watch

00:32:57 – E&F trends that are really just fads

00:34:29 – How Cara keeps abreast of industry trends

 

Disclosures

This information was prepared by Fund Evaluation Group, LLC (FEG), a federally registered investment adviser under the Investment Advisers Act of 1940, as amended, providing non-discretionary and discretionary investment advice to its clients on an individual basis. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Fund Evaluation Group, LLC, Form ADV Part 2A & 2B can be obtained by written request directed to: Fund Evaluation Group, LLC, 201 East Fifth Street, Suite 1600, Cincinnati, OH 45202 Attention: Compliance Department.

This information is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation and the particular needs of any person who may receive this presentation. Neither the information nor any opinion expressed in this report constitutes an offer, or an invitation to make an offer, to buy or sell any securities.

The information herein was obtained from various sources. FEG does not guarantee the accuracy or completeness of such information provided by third parties. The information in this presentation is given as of the date indicated and believed to be reliable. FEG assumes no obligation to update this information, or to advise on further developments relating to it.