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Strategic Intelligence for Nonprofit Sustainability

Wilmington Trust |
Corporate & Institutional
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We define sustainability as the maintenance over extended periods of a portfolio’s purchasing power, provide an overview of ways nonprofits can meet their fiduciary responsibilities and cover a variety of important issues, including:The toll taken by a “lost decade” of reduced fixed income yields, along with increased equity market volatility both provide reasons to revisit asset allocation and spending policies.Changes to the U.S.

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Capital Perspectives November 2019

Tony Roth |
Investment Management
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In the November issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth delves into the reasons why he and his team feel comfortable reverting to an overweight position in stocks.He points to a subtle but important receding of downside risks in recent weeks across three critical domains—policy, global economic data, and corporate earnings.

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