Stress Test and Spending Policies for Endowments & Foundations

September 13, 2013 | Nat Kellogg, CFA, President

In this presentation from our 2013 Investment Symposium, we analyze different spending policy options for non-profit institutions, examine the long and short term effects of various spending policy decisions, and explore how stress testing can aid in understanding the risks of different spending policies.


Investment Symposium 2013
September 13, 2013

Please contact us for access to this presentation.

Nat Kellogg, CFA
President

Get to Know Nat

The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.

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