Critical thinking
Critical thinking
Mercer, a Marsh business
The Total Return Conundrum — Rethinking Portfolio Strategy for Endowments and Foundations
20 minutes Posted May 21, 2025 at 7:00 am.
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In this episode of Critical Thinking, Anubhuti Gupta and Adeline Tan tackle one of the most pressing challenges facing endowments and foundations: delivering sustainable returns amid rising market concentration, volatility, and lower future expectations. They discuss how diversification beyond traditional equities, smarter liquidity management, and strong governance frameworks are essential to building resilient, future-ready portfolios. Whether you are a CIO, investment committee membe...