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Is now the time for endowments and foundations to tilt toward cash?


March 2009

Heather Myers

Heather Myers
Director, Endowment & Foundation Strategy





Is your non-profit organization considering a tilt toward cash?

Many endowments and foundations today are faced with challenges such as insufficient liquidity and thus an inability to readily meet various needs. While each investor faces unique circumstances, many are considering changes to their asset allocation. This paper addresses important questions those considering an increase to cash should ask. This article:

 
  • Discusses reasons to consider cash

  • Summarizes key issues to consider before tilting to cash

  • Reviews alternate solutions aside from moving to cash


Request this research


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For more information about our research, please contact James or Gerry:

  West Coast   East Coast
James Barrett
James Barrett
Managing Director
866-926-5934
Gerry Lillis
Gerry Lillis
Director
866-459-4128






Nothing contained in this material is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The general information contained in this publication should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional.

Russell Investment Group is a Washington, USA corporation, which operates through subsidiaries worldwide, including Russell Investments, and is a subsidiary of The Northwestern Mutual Life Insurance Company.

Date of first use: March 2009

USI-3643
 

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Related information
Non-profit organizations
Liquidity challenges for endowments & foundations


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