Category: Insights

TIFF Investment Management is proud to share that Jessica Portis, CFA, Chief Client Officer, has been recognized by Pensions & Investments as one of the 2025 Influential Women in Institutional Investing. This award celebrates the innovative leaders making an impact on the investment industry. Jessica is one of the key forces delivering exceptional service to TIFF clients, and her vision, expertise, and dedication have made her a true leader in the field.

As part of this honor, Jessica is featured in Pensions & Investments’ September 8th Special Report, highlighting women who are driving progress in the industry. Read more here ➝

Jessica also joined a select group of honorees at the Nasdaq Opening Bell Ceremony on September 8th at the MarketSite in Times Square, where a special tower display celebrates this year’s awardees.

Later this month, she will be honored at the Pensions & Investments Conference and Awards Dinner on September 18th in Chicago, IL.

We are thrilled to see Jessica’s contributions recognized on such a prominent stage—congratulations, Jessica!

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.

Kane Brenan, CEO, and Anne Duggan, Managing Director, Client CIO Group, at TIFF Investment Management, join host Bill Kelly on the Educational Alpha podcast for a comprehensive conversation about TIFF’s mission, investment philosophy, and role in today’s evolving market landscape.

The conversation explores:
• TIFF’s origin story and 30+ year mission of delivering institutional-quality investment management to endowments and foundations.
• How TIFF continues to evolve—expanding from small institutions to larger, more complex organizations requiring customized portfolios.
• The firm’s access to what it believes to be top-tier private equity and hedge fund managers, driven by its longstanding industry relationships.
• TIFF’s investment philosophy and macro views, including strategic asset allocation, short-duration positioning, and perspectives on the U.S. dollar and long-term debt.
• The implications of the newly expanded endowment tax tiers, and how institutions may adapt portfolio strategies in response.
• Why liquidity is top of mind for nonprofit investors, and how private market exposure, secondary sales, and tax strategies are being re-evaluated.
• Why TIFF believes private equity remains compelling—even as many institutions pull back—and how current market sentiment may present attractive entry points.
• How TIFF approaches hedge funds as diversifying strategies requiring disciplined manager selection, risk management, and thoughtful portfolio construction.

Listen on Spotify→
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Disclaimer: Kane Brenan is the CEO, and Anne Duggan is the Managing Director, Client CIO Group at TIFF Investment Management. All views expressed by them on this podcast are solely their opinions and do not reflect the opinions of TIFF. You should not treat any opinions expressed by Kane or Anne as a specific endorsement to make a particular investment. References to any securities are for informational purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Any past performance discussed is not indicative of future results. Please keep in mind that investment in a fund entails a high degree of risk, including the risk of loss. Please note that the ads featured in this podcast are not endorsed by TIFF, and TIFF is not a sponsor of these ads.

Educational Alpha is a podcast hosted by Bill Kelly, Founder and Managing Member of Educational Alpha, LLC. The show features candid conversations with senior leaders on capital allocation, investment innovation, and long-term thinking in finance.

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.

Jay Willoughby, CFA, CIO of TIFF Investment Management, was featured in FIN News sharing how private equity and hedge funds may help endowment portfolios under fiscal pressure, including tax burdens and federal funding cuts.

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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.

Anne Duggan, CAIA, Managing Director, Client CIO Group at TIFF Investment Management, spoke with reporter Sabiq Shahidullah from FundFire on how large private university endowments are rethinking their investment strategies in response to recent changes to the federal excise tax on endowments. From tax-loss harvesting to rebalancing away from high-turnover strategies, Duggan outlines how even modest tax changes could prompt meaningful portfolio adjustments.

Read the full article

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.

David Brenner, COO at TIFF Investment Management, is featured on Capital Allocators’ Investment Management Operations podcast with host, Scott MacDonald.

The conversation explores:

• David’s career journey from consulting to asset management to ultimately becoming COO at TIFF.
• The transformation of TIFF from a product-centric to a solution-oriented investment firm (TIFF 1.0 to 2.0), while staying true to its mission-driven identity.
• TIFF’s evolving board governance model, with the board serving as an active strategic partner in the firm’s transformation.
• The importance of building strong, and scalable, operational foundations, especially in smaller organizations.
• How data is elevated as a strategic pillar alongside people, process, and technology.
• The role and integration of AI and automation in improving efficiency and decision-making.
• How technology is reshaping how TIFF processes, accesses, and interacts with investment manager information.
• How TIFF is responding to industry trends and client expectations.

Listen on Spotify →

Listen on Apple → 

Investment Management Operations of Capital Allocators is a podcast hosted by Scott MacDonald that dives into the operational side of the investment industry. Each episode features conversations with senior professionals across operations, compliance, legal, finance, and other non-investment roles—offering insight into how leading investment institutions are run behind the scenes. Website →

Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance. There is no guarantee that any particular asset allocation or mix of strategies will meet your investment 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.

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.