Author: Amy Paterson

In Pensions & Investments’ latest article, Anne Duggan of TIFF Investment Management highlights why strong, ongoing manager relationships are crucial — especially when markets are volatile. Access to closed or limited-capacity strategies often hinges on being in the conversation early.

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Disclaimer: To access this article, a subscription is necessary. Please note that TIFF does not possess the rights to distribute this content.

The materials are being provided for informational purposes only and constitute neither an offer to sell nor a solicitation of an offer to buy securities. These materials also do not constitute an offer or advertisement of TIFF’s investment advisory services or investment, legal or tax advice. Opinions expressed herein are those of TIFF and are not a recommendation to buy or sell any securities.

These materials may contain forward-looking statements relating to future events. In some cases, you can identify forward-looking statements by terminology such as “may,” “will,” “should,” “expect,” “plan,” “intend,” “anticipate,” “believe,” “estimate,” “predict,” “potential,” or “continue,” the negative of such terms or other comparable terminology. Although TIFF believes the expectations reflected in the forward-looking statements are reasonable, future results cannot be guaranteed.

On June 12, 2025, TIFF hosted an insightful webinar exploring key points from our latest white paper, “Underweighting Equities is Usually a Bad Idea,” led by Trevor Graham and Brad Calder.

In this session Trevor and Brad highlighted key takeaways:

• Market Timing Pitfalls: Market timing is often counterproductive
• Impact on Investment Strategy: Underweighting equities creates unattractive opportunity costs
• Investment Discipline: Long-term, equity exposure critical to achieving investment objectives

Read the white paper here.
Watch the webinar recording here.

The materials are being provided for informational purposes only and constitute neither an offer to sell nor a solicitation of an offer to buy securities. These materials also do not constitute an offer or advertisement of TIFF’s investment advisory services or investment, legal or tax advice. Opinions expressed herein are those of TIFF and are not a recommendation to buy or sell any securities.

These materials may contain forward-looking statements relating to future events. In some cases, you can identify forward-looking statements by terminology such as “may,” “will,” “should,” “expect,” “plan,” “intend,” “anticipate,” “believe,” “estimate,” “predict,” “potential,” or “continue,” the negative of such terms or other comparable terminology. Although TIFF believes the expectations reflected in the forward-looking statements are reasonable, future results cannot be guaranteed.

Anne Duggan of TIFF Investment Management tells Chief Investment Officer that proposed changes to the foundation tax could have varied effects depending on asset size. While the impact on returns is minimal for most, Duggan notes that larger foundations may reconsider their investment strategies or turn to donor-advised funds to help manage the added tax burden.

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The materials are being provided for informational purposes only and constitute neither an offer to sell nor a solicitation of an offer to buy securities. These materials also do not constitute an offer or advertisement of TIFF’s investment advisory services or investment, legal or tax advice. Opinions expressed herein are those of TIFF and are not a recommendation to buy or sell any securities.

These materials may contain forward-looking statements relating to future events. In some cases, you can identify forward-looking statements by terminology such as “may,” “will,” “should,” “expect,” “plan,” “intend,” “anticipate,” “believe,” “estimate,” “predict,” “potential,” or “continue,” the negative of such terms or other comparable terminology. Although TIFF believes the expectations reflected in the forward-looking statements are reasonable, future results cannot be guaranteed.