In developing asset allocation and investment implementation strategies, endowments and foundations should consider more than just target returns. Today, you must think in terms of the key parameters of safety, growth and efficiency of portfolio allocations as you pursue your organization's core mission.
Join our investment experts who will discuss our 2016 outlook for the capital markets and ways to reframe the asset allocation process by asking questions such as:
•What do I need in safe assets?
•What is my limit on illiquid commitments?
•What mix of, and approach to public market assets?
•How important is managing volatility?
Our investment experts will also model starting portfolio positioning in light of the strategic and opportunistic themes included in our market outlook.
Company: Northern Trust Date added: 07-01-2016
Categories: Investment Strategy
Northern Trust John Keshner
John O. Keshner is Managing Director and Practice Lead for Northern Trust’s multi-asset class, multi-manager investment advisory practice focused on Endowments and Foundations. In this position, John manages the overall business and works directly with clients, including the development of investment policy, strategic and tactical asset allocation positioning, investment manager search, selection and oversight, portfolio construction, ongoing risk management, monitoring and continuous improvement of investment programs. John chairs Northern Trust's Endowment and Foundation Investment Committee where he leads the development of allocation and implementation positioning for the firm's large, long-horizon charitable clients. John’s investment advisory experience includes extensive work with asset allocation, open architecture implementation, and alternative investments