Institutional investors

Endowments & foundations and defined benefit pension funds: Heading for convergence? October 2007 Don Ezra Director Investment Strategy Today DB plans are moving away from traditional asset allocation strategies and embracing alternative investments like many E&Fs. Does this suggest that the investment policies of these two types of organizations are converging? Don Ezra offers insights into differences between non-profits and DB plans that may make this unlikely. 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 Please remember that all investments carry some level of risk, including the potential loss of principal invested. They do not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns. USIRC 3861			Request this research   Related information Non-profit organizations Defined benefit Printer friendly version of this page