Prepare Your Investment Committee for a Low-Return Environment

Storm April 25, 2016 By: Arun Sardana

Many financial analysts believe the coming five to seven years will be marked by lower investment returns and increased market volatility. Here's what your association can do to prepare to weather the storm.

Investment portfolios of nonprofit organizations including trade associations, professional societies, foundations, and endowments are facing strong headwinds following above-average investment performance between 2009 and 2014. The combination of persistently low bond yields, weak equity market returns, and fairly high spending rates have created a challenging portfolio management environment. The consensus view on Wall Street is that lower returns with higher volatility could be the norm for the next several years. If they are right, how should you prepare your investment committee?   ...