Category: Insights

TIFF collaborates with clients to understand their distinct goals and situations and to define their investment needs.  Additionally, TIFF seeks out those active managers that we believe to be the best from across the investment landscape to meet these needs. Less apparent is the third leg of TIFF’s investment work: the portfolio construction that allows TIFF to harness active management risk and mold it to meet our clients’ investment needs. TIFF employs a multi-layered approach involving asset-class allocation, diversification, exposure management and focused asset-class views. This process helps us tailor a portfolio’s return potential, drawdown risk and liquidity profile, bridging the gap between active managers’ capabilities and clients’ objectives.

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 investment, legal or tax advice. Opinions expressed herein are those of TIFF and are not a recommendation to buy or sell any securities.

TIFF works with a wide range of nonprofits. The individuals that we interact with from these organizations have a wide range of investment experience and knowledge. This video is for those individuals that have less experience with financial markets and would like to gain a better understanding of endowment investing.

Watch this video and more, click 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 investment, legal or tax advice. Opinions expressed herein are those of TIFF and are not a recommendation to buy or sell any securities.

TIFF’s 2024 Private Markets survey results offer some interesting perspectives into how Limited Partners (LPs) view opportunities in the private markets currently, and expectations for the markets overall. Our survey respondents represent a broad swath of endowments, foundations, family office, and asset management organizations with some surprisingly different expectation for private market sector performance. Mega funds are seen as performance detractors by a large percentage of respondents, while lower middle market buyout and venture capital strategies seem more attractive relative to the larger end of the private equity market. Overall, LPs expect their private markets allocation to remain consistent or grow, against a backdrop of being at or under their target.

Download the survey summary for the full results.

In this insightful video, Mallory Dennis, a Director in TIFF’s Client CIO Group, delves into the intricacies of private foundation management. She skillfully examines the fine equilibrium necessary to achieve strong investment returns while managing cash flow timing. Mallory emphasizes the pivotal role of customized investment strategies and meticulous liquidity management in ensuring seamless operations. Join her as she shares valuable insights on navigating these complexities to meet both financial objectives and philanthropic aspirations.

Watch this video and more, click 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 investment, legal or tax advice. Opinions expressed herein are those of TIFF and are not a recommendation to buy or sell any securities.

The recent period of aggressive rate hikes returned dispersion to stock and bond markets – and created an environment where hedge funds could shine. After four years of outperformance by hedge funds, we believe that it is time for investors to revisit this asset class and recognize the key role it plays in a diversified portfolio.

In this paper, we will examine the dynamics that have propelled hedge fund outperformance since the pandemic and place it in historical perspective; share how we construct hedge fund portfolios in ways that we believe allow us to capture the greatest benefit from this asset class; and give insights into our approach to the challenging task of manager selection.

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 investment, legal or tax advice. Opinions expressed herein are those of TIFF and are not a recommendation to buy or sell any securities.