Is ESG here to stay? Will active investing have its turn in the sun? Can international markets finally outperform domestic markets? Does cryptocurrency belong in an endowment portfolio?
These are common investment-related questions that nonprofit leaders and people overseeing endowments might have.
In this episode, Bob DiMeo and Devon Francis answer the above questions and more. They also share Fiducient Advisors’ outlook for 2023 and beyond.
You will learn:
- What is driving the growth of ESG investing despite political backlash and greenwashing
- Valuable insights into active vs. passive investing and domestic vs. international markets
- Why cryptocurrency might not become an integral part of an endowment portfolio
- The importance of portfolio diversification
- And more!
Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | Insights by Fiducient Advisors (Research, Blogs, Podcasts) | US SIF: The Forum for Sustainable and Responsible Investment | US SIF 2022 Trends Report
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