Episode 9: 2021 Investment Outlook for Endowments & Foundations — with Matt Rice

With a new year and a new environment, now is the perfect time to examine your endowment or foundation’s investment strategy and asset allocation so that you can adapt to ever-changing market conditions!

To help you do this, Bob DiMeo and Devon Francis join Matt Rice, the chief investment officer at DiMeo Schneider & Associates, in today’s episode. They talk about their updated capital market assumptions for 2021 and provide several great tips for prudent investing.

In this episode, you will learn:

  • How to deal with elevated investment risk over the coming months
  • How investment committees might address allocation with lower expected returns
  • The use of alternative investments to diversify your endowment or foundation portfolio
  • About growth vs. value investing and active vs. passive investing
  • And more!

Listen now as Bob, Devon, and Matt share valuable insights on what your committee might expect from the markets this year!


DiMeo Schneider & Associates L.L.C. | Bob DiMeo | Devon Francis | Matthew Rice | 2021 Outlook: Poised for Growth | FREE GUIDE: 6 Tips to Managing Nonprofit Investments Request a copy of our 2021 Capital Markets White Paper