News and Media pertaining to Fund Evaluation Group

Nolan Bean, Chief Investment Officer, Discusses University Endowment Strategies Amid Federal Funding Concerns

Written by FEG | May 9, 2025

Nolan Bean, CIO, highlights how federal funding cuts and potential taxes on university endowments are prompting institutions to reassess their liquidity strategies. Bean notes, “To shore up liquidity, endowments may need to issue debt or draw more from the endowments.” He emphasizes the importance of helping clients evaluate whether increased spending rates are sustainable and how such decisions could affect long-term portfolio performance.