The E&F Advocate: A New Series from Highland Consulting Associates

In an ever-changing financial landscape, endowments and foundations (E&F) face numerous challenges and opportunities that require informed decision-making and strategic planning. As these organizations navigate complex issues surrounding governance, investment strategies, policy shifts, and tax implications, it’s crucial to stay ahead of emerging trends and evolving best practices. For this reason, we’re excited to launch a new series of publications, The E&F Advocate. Through this series, we aim to provide insightful, timely updates and practical guidance on key topics impacting the endowment and foundation sector. Whether you are an individual investor, an executive director, finance and operations staff, or a donor, our goal is to engage, educate, and spark thoughtful discussion. We’ll explore hot-button issues like governance structures, investment strategies, tax policies, private markets, public equities, venture capital, and more in the posts to come.

Our first thought-provoking article comes from Gaurav Patankar, PhD and is entitled, Five Pillars of Endowment Governance to Support Greater Liquidity, Transparency and Returns.

If you have questions or comments on these topics, or if you’d like us to consider a topic of particular interest to you, please contact Joel Baker, CFA at jbaker@highlandusa.net or Gaurav Patankar, PhD at  gpatankar@highlandusa.net or reach either by phone at 440-808-1500.