All Corporate & Institutional Content

Catholic Foundations in the U.S. Revisited

Walter J. Dillingham Jr., CFA |
Corporate & Institutional
Interior of St. Vitus Cathedral, Prague, Czech Republic

A sector update with a look at transparency. This updated research report shows that Catholic foundations continue to be a fast-growing sector in philanthropy in the United States.We believe the most successful foundations will continually adapt and refine their strategic growth plans for the future, which will look at both investment performance and fundraising.

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How To Make Your 401(k) Plan Reviews More Effective

Corporate & Institutional

Plan reviews are an important part of the role of a Plan Sponsor. Depending on the type and complexity of the plan, there may be a number of different aspects to consider during this review. Do you have a Retirement Plan Committee?  Are you covering the right topics?  Have you conducted an investment review?  Having a Retirement Plan Committee can help keep the administration of your plan running smoothly.

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The Scale Trap

Corporate & Institutional

Scale is a perennial consideration in the context of loan agency services. Depending on the nature of a particular deal, factors such as the number of lenders, the size and structure of the facility, and the needs of the borrowers can all influence the choice of an agent. These are some of the elements that help determine whether a large-scale, off-the-rack approach or a more tailored and collaborative approach will better address unique stakeholder needs.

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