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.
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.
10.24.2024
With the election less than two weeks away, polls indicate a very tight race not only for president but for…
10.24.2024
This video is a recording of a live webinar held October 23 by Marquette’s research team analyzing the…
09.05.2024
As the leaves change to autumn and the authors cheer on their Fighting Leathernecks, fall is the perfect time for…
08.20.2024
In investment management, asset allocators and their advisors frequently revisit the concept of portfolio diversification — whether by geography, market…
07.25.2024
When it comes to baseball, successful hitters have little trouble hitting the ball when they know what pitch is coming….
07.09.2024
This video is a recording of a live webinar held July 23 by Marquette’s research team analyzing the first half…
Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.
We respect your privacy. We will never share or sell your information.
If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.
Contact Us >