Mary Beth Lato

Mary Beth Lato

Senior Asset Allocation Strategist


Alternative investing impact on return-seeking portfolios

July 2019
Is illiquidity risk worth it? Get our take and learn how the total portfolio risk and return are impacted when investing in hedge funds, private real estate, and/or private markets.

Non-profit spending policy options

June 2018
A useful framework for non-profit fiduciaries to help support the needs of their communities for generations to come.

Non-profit hospitals and health systems

January 2018
How to evaluate asset allocation decisions considering: asset pools, market environment, and income statement. See our framework.

Non-profit Newsletter (Focus) - Edition 3, 2017

October 2017
The third edition of the 2017 Non-profit Focus newsletter features articles from Russell Investment thought leaders on: how you can maximize the investment expertise of an outsourcing provider, ways to improve upon the endowment model, unpacks the hurdle rate of return that your portfolio needs to survive, and Harvard’s new multi-asset positioning, and why a total-portfolio approach to investing adds value in the long term.

How non-profits can improve upon the endowment model—and make it work for them

October 2017
Are you able to implement the model efficiently yourself? Read this paper to identify where additional resources would be beneficial.


Are 5% distributions an achievable hurdle for foundations? Were they ever? An update

November 2016
Sustainably supporting distributions continues to remain a difficult challenge for foundations.

Balancing the needs of today and tomorrow

September 2014
This paper focuses on the importance of a spending methodology that can seek to help meet non-profit organizations’ objectives of future spending while helping to maintain assets in negative markets.
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