All Corporate & Institutional Content

Endowments & Foundations Update: Key 2021 Trends

Walter J. Dillingham Jr., CFA |
Corporate & Institutional

Key 2021 trends for the endowment, foundation, and nonprofit marketplace.  COVID-19 has led many nonprofits to reassess their endowment strategies, fundraising goals, and strategic plans as the country starts to recover from the pandemicWhile the stock market finished strong in 2020, and continues its strength in mid-2021, nonprofit boards continue to review their endowment strategies and strategic plans.

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Loan Data and Reporting: Keeping the Focus on People

Corporate & Institutional

New transaction structures and increasing complexity have continued to proliferate in the loan markets for some time. As a result, data and reporting needs have also become more involved, especially over the past three years. Increased investor demand for data and reports, as well as higher scrutiny from regulators are also playing a part in changing the needs of loan market participants.

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