Volatile markets, growing complexity underscore demand for OCIO

Increasing complexity of assets. A need to move quickly to adjust to volatile markets and uncertainty. Those are just a few of the reasons why industry experts and consultants say demand for outsourced CIO managers will only continue to grow.

According to data compiled by Pensions & Investments, OCIO assets managed for institutional investors worldwide with full or partial discretion surged to about $2.66 trillion as of March 31, up 5.4% from 2021 and 86.1% from 2017.

Volatile markets, growing complexity underscore demand for OCIO

Kane Brenan on Dakota Live!

TIFF Investment Management’s CEO, Kane Brenan was featured on Dakota Live! to discuss all things TIFF, OCIO, and asset allocation advice. At TIFF, we are focused on providing strategic and tailored asset allocation that is reflective of our members unique financial positions and organizations.

Watch Kane’s appearance on Dakota Live!

TIFF Fundraising Symposium: Diversifying Your Donor Base

On March 16, 2022, TIFF Investment Management hosted the second of four sessions in our Fundraising Symposium. Each session has its own theme and set of presenters, but the purpose of all is the same: To help nonprofits leverage fundraising best practices efficiently and effectively in a post-pandemic landscape.

“Diversifying Your Donor Base” was hosted by Dr. Robert T. Grimm, Jr., the Levenson Family Chair in Philanthropy & Nonprofit Leadership in the School of Public Policy and Founding Director of the Do Good Institute at the University of Maryland. Ebonie J. Cooper-Jean, Principal of Friends of Ebonie, LLC, and Executive Director and Founder of the Young, Black & Giving Back Institute (YBGB), led an interactive presentation on changing our definition of generosity, unraveling stereotypes around people of color and giving, and engaging with different communities of color.

TIFF Members can access the recording of the session and presentation materials through the Member portal. A high-level summary of this exciting event appears below.

If you have questions or feedback or would like to receive an invitation to the remaining sessions in our 2022 Fundraising Symposium, please send an email with your name, affiliation, and title to memberservices@tiff.org.

TIFF 2022 Fundraising Symposium: Unlocking the Mystery of Donor Retention

On February 9, 2022, TIFF Investment Management hosted the first of four sessions in our Fundraising Symposium. Each session will have its own theme and set of presenters, but the purpose of all is the same: To help nonprofits leverage fundraising best practices efficiently and effectively in a post-pandemic landscape.

“Unlocking The Mystery of Donor Retention” was hosted by Dr. Robert T. Grimm, Jr., the Levenson Family Chair in Philanthropy & Nonprofit Leadership in the School of Public Policy and Founding Director of the Do Good Institute at the University of Maryland. Barbara O’Reilly, CFRE, Founder and Principal of Windmill Hill Consulting, led an interactive presentation on what drives donor giving, how to measure donor retention and how to retain and convert donors.

TIFF Members can access the recording of the session and presentation materials through the Member portal. A high-level summary of this exciting event can be found by clicking the link above.

We hope you will be able to join us on March 16, 2022, at 12 pm EST when Dr. Grimm and Ebonie Johnson Cooper will present “Diversify Your Donor Base.”

If you have any questions, feedback, or would like to receive an invitation to the remaining sessions in our 2022 Fundraising Symposium, please send an email with your name, affiliation, and title to memberservices@tiff.org.

TIFF Investment Management Hires Zhe Shen as Director of Diversifying Strategies Group

Hiring of Shen marks seventh senior hire in 2021 further bolstering TIFF’s investment capabilities

TIFF Investment Management is pleased to announce that it has hired Zhe Shen as a Director of the Diversifying Strategies group. In this role, Shen will join a team responsible for evaluating and selecting a global portfolio of diverse managers expected to provide positive returns exceeding bonds and portfolio diversification while maintaining approximately a 0.3 beta to the equity market.

Shen joins TIFF from Portland House Partners where he was a Portfolio Manager on two external funds, an alternative portfolio, and a long/short equity portfolio which reached $1 billion in market value at their peak. Prior to his tenure at Portland House, Zhe was at AllianceBernstein and Goldman Sachs Asset Management where he held positions in research and business analysis.

“We are delighted to welcome Zhe to TIFF,” said Jay Willoughby, Chief Investment Officer of TIFF. “Zhe will be a valuable member of our diversifying strategies investment team.  The combination of Zhe’s strong analytical skillset and broad investment experience make him an ideal addition to the team.”

Born and raised in China, Shen earned a bachelor’s degree in Finance and Economics from the University of Wisconsin – Madison and has earned the CFA designation.