The more things change, the more they stay the same. In our last forecast, we discussed election uncertainty, sticky inflation, and geopolitical risk. Six months later, these issues are still with us. While we are not making across the board allocation changes or...
In this article in the Summer 2024 issue of the Journal of Impact and ESG Investing, Syntrinsic Head of Research Mike Sebastian discusses defining clear, realistic goals for investing taking into account environmental, social and governance factors. ...
In this webinar, Co-President and Head of Impact Investing, Akasha Absher discusses the History of Impact Investing for HBCU students in a program called "Empowering Future Social Impact Investing Leaders".
For the past decade, Syntrinsic has developed our annual Capital Markets Forecast to inform long-term strategic asset allocations and near-term tactical shifts. Our long-term return assumptions for each asset class are based on quantitative building blocks that are...
Creating forecasts in a world that regularly surprises remains humbling. March of 2020 brought COVID, while February of 2022 had Russia unexpectedly invading Ukraine. And March 2023 saw unanticipated—though perfectly logical—stressors on regional and local banks in...
The Gates Family Foundation, a $500M private family foundation based in Denver, Colorado, commissioned Syntrinsic to conduct a landscape scan of the foundation community’s engagement in impact investing. This scan represents one of the tools that the Foundation’s...
Many institutional investment advisors, including Syntrinsic, anticipate lower capital market returns over the next decade due to the long-term economic ramifications of the pandemic. With these lower return expectations, many nonprofit organizations are wrestling...
The events of the last few months with the shootings of unarmed black men and a woman and the extreme health crisis leading to continued economic disparity for women and people of color (higher unemployment rates1 and intensifying income inequality2) have resurfaced...
Nonprofit organizations are on the frontlines responding to the COVID-19 crisis by providing communities with programming, services, and support even as they as businesses navigate changing business models and priorities.
Amid a pandemic, a recession, and an upcoming election, changes to pension rules are easy to miss. However, the US Department of Labor’s rule change[i] proposed last Tuesday, June 23, would profoundly complicate the already challenging task of effectively...
A LONG, LONG TIME AGO… April 2020 marked my 20th-anniversary guiding institutions and private investors through the investment markets. In that time, I have observed lessons in nonprofit sustainability worthy of sharing with you today in this age of COVID-19. First,...
This has been a hard week for America. Forget COVID for a moment, and the economic devastation it has wrought on so many. Let us take a break from discussing stimulus and markets, interest rates and debt. Something far more basic must be addressed. This week has...