FOUNDATION for Retirement

O'Brien, Elizabeth
July 2008
Financial Planning;Jul2008, Vol. 38 Issue 7, p60
The article describes how foundations and endowments can teach financial advisors strategies for constructing and maintaining retirement income portfolios. It states that asset allocation in retirement is one of the most efficient ways to meet long-term portfolio needs. It suggests that some advisors prefer alternative investments instead of portfolio efficiency. It discusses the difference between retirees and foundations in relation to duration and tax treatment.


Related Articles

  • Salvation Army changes likely after $1.5 billion gift. Burr, Barry B. // Pensions & Investments;2/9/2004, Vol. 32 Issue 3, p33 

    The estimated $1.5 billion gift from the Joan Kroc estate to the Salvation Army will increase the size of its four endowment funds by 30% to 45% and compel changes to asset allocation strategies and managers, officials said. The Salvation Army, based in Alexandria, Virginia, breaks out its...

  • Foundations making many manager moves.  // Pensions & Investments;6/12/2000, Vol. 28 Issue 12, p65 

    Details study findings by the Spectrum Group which suggest that investment managers should focus their marketing efforts on endowments and foundations. Factors expected to result to a change in recipients of endowments in 2000.

  • CFS beats the competition in May.  // Money Management;6/26/2008, Vol. 22 Issue 23, p30 

    The article reports on the fundraising event of fund managers for the Day of Difference Foundation in May 2008 in Sydney, New South Wales. Colonial First State Wholesale Global Resources Fund ranks first with a return of 5.019 percent, followed by GVI Global Industrial Share Fund with 2.587...

  • FUND MANAGERS IN THE WINGS. Bose, Mihir // Accountancy;Dec1992, Vol. 110 Issue 1192, p43 

    This article examines the implications of the Charities Act 1992 on charities fund management in Great Britain. Almost every fund manager is convinced that the Charities Act 1992 has completely changed the charities' investment world. Starting 1993, the Official Custodian for Charities, who has...

  • New asset mix designed to build a firmer foundation. Williams, Terry // Pensions & Investments;11/1/1999, Vol. 27 Issue 22, p46 

    Reports on the changes in the asset mix of the investments of the Boston, Massachusetts-based Boston Foundation. Criteria in the selection of fund managers; Mandates for the chosen managers; Possibility that a stable of active managers will be able to beat stock market averages.

  • Colorado University Hires Investment Guru, Looks to Beef-Up Portfolio. Lewis, Jakema // Investment Management Weekly;8/16/2004, Vol. 17 Issue 32, p4 

    Reports on the appointment of Christopher Bittman as CIO by the University of Colorado Foundation in August 2004. Duties of Bittman; Career background of Bittman; Plan of the organization to increase its assets; Growth in the investments of the foundation; Decision of the organization to make...

  • U.S. Master Trust returns 13.6%.  // Pensions & Investments;2/19/2007, Vol. 35 Issue 4, p34 

    The article focuses on the performance of the investment plans of U.S. Master Trust Universe in 2006. The median plan in the Mellon Analytical Solutions earned the return of 13.6% for the year. The performance of the fund was the strongest full-year performance since 2003. The median endowment...

  • University's New CIO Reviews Allocation. Clouse, Carol J. // Investment Management Weekly;02/22/99, Vol. 12 Issue 8, p2 

    Details the plan of Douglas Gorence, chief investment officer of University of Minnesota Foundation, to conduct an asset allocation study. Endowment's allocation; Creation of University of Minnesota Foundation Investment Advisors, a subsidiary of the foundation.

  • Portland U. May Seek In Equities and Bonds. Randall, Danielle // Investment Management Weekly;06/26/2000, Vol. 13 Issue 25, p2 

    Reports on the plan of the Portland University Foundation's investment committee to launch an asset allocation study that may result in searches for domestic and international equity.


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics