Category: Insights

Jim Russo, CFA, a Director of TIFF’s Member Strategy group, explains that smaller and emerging managers tend to outperform their larger counterparts. He covers TIFF’s access to this potential source of alpha, revealing investment strategies we employ in areas that are less frequently explored by others.

Watch here: TIFF Spotlight Series: Emerging Managers

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.

As we enter 2024, TIFF’s CEO Kane Brenan shares a 2023 year-end review and 2024 outlook. Kane writes about global challenges, highlights dynamic strategic developments at TIFF, and gives a firm update. To read TIFF’s Annual CEO Letter, please download the PDF.

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.

Discover how cultural institutions such as museums, symphonies, and historical societies are redefining their operating models post-pandemic. Matt Hoehn, Co-Head of Custom Asset Allocation of TIFF’s Member Strategy team, discusses the unique challenges these institutions face, particularly in balancing portfolios and meeting their missions.

Watch here: TIFF’s Strategy Director Spotlight Series: Arts & Cultural Institutions

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.

In the recent episode of the Global Investment Leaders podcast, Kane Brenan, CEO of TIFF, engages in conversation with Chas Burkhart, CEO of Rosemont. The conversation centers around TIFF’s unique standing in the OCIO space, Kane’s leadership approach, the company’s evolving investment strategies, and the shift towards becoming an employee-owned public benefit limited liability company. To listen to the full podcast, click the play button in the box below.

This podcast episode is available on Apple Podcasts, Spotify, and Google Podcasts.

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.

Last year, we advised members on how to take advantage of rising short-term rates and harvest yield on cash holdings. Now, as this period of rapid and frequent rate hikes may be ending, we offer our guidance on how to navigate a phase of stable and possibly declining interest rates. Specifically, we share views on:

• Adding duration to lock in yield
• Mitigating the duration risk that comes with longer-term rates

We also review the four categories we use to group cash, determined by timing of expected need.

• Reserve funds provide the greatest opportunity to extend duration and lock in yield

We recommend a strategy to take advantage of the current rate environment using Reserve funds – even as we caution that members must have some degree of confidence that those funds will not need to be accessed prior to maturity of the recommended investments.