Mary Beth Lato
Senior Asset Allocation Strategist
Investment policy statement: Elements of a clearly defined IPS for non-profits
June 2024
Having a well-defined and clearly articulated IPS is vital in today's challenging investment landscape. Find out how a "great" IPS can help drive investing success.
Strategic currency hedging considerations for U.S. investors
May 2024
Learn about the effective currency hedging strategies to help you make informed decisions regarding your investment strategies and asset allocations.
Understanding the impact of the spending policy
March 2024
A useful framework for non-profit fiduciaries to help support the needs of their communities for generations to come.
Liquidity considerations for non-profit investors
December 2023
Uncover the power of private assets in meeting long-term goals efficiently. Learn how a holistic approach balances liquidity needs, risk, and performance in investment portfolios.
Should inflation risk management
be your goal?
June 2023
Inflation has led to short-term challenges to achieve higher returns. Will this be the case for the long term? Read this paper for a historical perspective.
Looking backwards and forwards: Reaching objectives for non-profits
March 2022
Take a look at how a time horizon inclusive of historical and expected returns may lead to greater stability in the asset allocation process.
Endowment model: How non-profits can improve upon the endowment model—and make it work for them
November 2020
Are you able to implement the model efficiently yourself? Read this paper to identify where additional resources would be beneficial.
Best practices in non-profit portfolio design
January 2020
The current market environment is characterized by relatively high valuations on U.S. equities and low yields on fixed income. As a result, it will be more challenging for non-profit investors to achieve their return targets than it would be in a typical market environment.