Institutional investors

Is now the time for endowments and foundations to tilt toward cash? March 2009 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 A note about our research Our proprietary research is made available to our institutional clients, and many of these published papers are available to other institutional investors as well. If you are not a Russell client, but are an institutional investor, we welcome you to request this research piece. We only require your contact information on a short request form. For more information about our research, please contact David or Gerry:     West Coast David Rothenberg Managing Director 866-926-5934 East Coast 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			Request this research   Related information Non-profit organizations Printer friendly version of this page