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Foundation and Endowment Investing: Philosophies and Strategies of Top Investors and Institutions Hardcover – January 2, 2008


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Foundation and Endowment Investing: Philosophies and Strategies of Top Investors and Institutions + Pioneering Portfolio Management: An Unconventional Approach to Institutional Investment, Fully Revised and Updated
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Product Details

  • Hardcover: 320 pages
  • Publisher: Wiley; 1 edition (January 2, 2008)
  • Language: English
  • ISBN-10: 0470122331
  • ISBN-13: 978-0470122334
  • Product Dimensions: 6.4 x 1.1 x 9.3 inches
  • Shipping Weight: 13.6 ounces (View shipping rates and policies)
  • Average Customer Review: 5.0 out of 5 stars  See all reviews (7 customer reviews)
  • Amazon Best Sellers Rank: #585,920 in Books (See Top 100 in Books)

Editorial Reviews

Review

"…informative and entertaining…an excellent resource for anyone who is considering a career move into this field or who has not-for-profit organizations as clients." (Financial Analysts Journal, July/August 2008)

From the Inside Flap

Having achieved impressive returns over a number of years, foundations and endowments are finally being recognized as investment powerhouses. With sophisticated portfolios managed by talented financial professionals, these institutions have become increasingly influential due to their long-term perspective—which gives them the latitude to take more investment risks and adopt new asset classes long before other investors.

Now, in Foundation and Endowment Investing, authors Lawrence Kochard and Cathleen Rittereiser offer you a detailed look at this fascinating world and the strategies used to achieve success within it. Filled with in-depth insights and expert advice, this reliable resource profiles twelve of the most accomplished Chief Investment Officers within today's foundation and endowment community; chronicling their experiences, investment philosophies, and the challenges they face in allocating assets, managing risks, and selecting from an increasingly complex set of investment opportunities.

Some of the individuals you'll hear from along the way include:

  • Laurie Hoagland, CIO, Hewlett Foundation

  • Scott C. Malpass, CIO, University of Notre Dame

  • Alice Handy, CIO, Investure, LLC

  • William Spitz, CIO, Vanderbilt University

  • Don Lindsey, CIO, George Washington University

Ellen Shuman, Vice President and CIO, Carnegie Corporation of New York

While each professional profiled skillfully discusses the strategies used to improve the financial health of their respective institutions, they also take the time to bridge the gap between theory and practice by describing how to apply the principles they've pioneered in real-world market conditions.

Besides providing you with the practical perspectives of top investors and institutions, Foundation and Endowment Investing—through the combined expertise of two well-informed authors—clearly lays out the basic background and current landscape of this ever-evolving industry, and shares important lessons that can be used by those in the broader investment community.

As investors, we all want to do a better job establishing a disciplined investment process in order to generate better returns on our portfolio—whether it's for the benefit of an institution or our families. With Foundation and Endowment Investing as your guide, you'll discover how to do this and much more as you gain from the experience of today's top investment officers.


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Customer Reviews

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I found the book well written and easy to read.
Walt McGhee
"Foundation and Endowment Investing" by Larry Kochard (himself a top Chief Investment Officer) and Cathleen Rittereiser is a very well written and valuable book.
Tobias Seggerman
Starting with the thorough introduction, this book taught me volumes about foundation investing.
Becky McCray

Most Helpful Customer Reviews

5 of 5 people found the following review helpful By Jeffrey L. Moore on February 16, 2008
Format: Hardcover
Authors Larry Kochard and Cathleen Rittereiser have published an instructive and rare look behind the scenes of a collection of elite endowments and foundations. Their important text enhances and expands the good work of David Swensen in "Pioneering Portfolio Management" by revealing the thoughts and investment processes of a dozen accomplished Chief Investment Officers. "Foundation & Investment Investing" will be valuable for a broad universe of readers including CIOs, board members, investment staff professionals, portfolio managers and analysts, fund marketing professionals, business professors and their students, and individual investors. As foundation and endowment investment offices can be challenging to understand, I have bought additional copies for my colleagues in our equity hedge fund. I have also bought copies for a few individual investors who have asked for my guidance on managing their retirement portfolios in this increasingly volatile and complex investment environment. The final chapter observes that the CIOs interviewed are "all likable people". I agree, and enjoyed the sharp and candid insights of each of the CIOs. The interviews with Mark Yusko and Alice Handy were particularly enjoyable and instructive.

As CIO of Georgetown University and investment management executive of Alternative Asset Managers, respectively, the authors' historical perspectives and informed commentary are interesting, and their organizations are lucky to have them.

I hope Kochard and Rittereiser are interviewing another dozen CIOs for a sequel to this excellent and important investment management book!
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7 of 9 people found the following review helpful By Becky McCray on January 14, 2008
Format: Hardcover
Starting with the thorough introduction, this book taught me volumes about foundation investing. I sit on a foundation board, and I feel much more comfortable with investment policy discussions now! I recommend this book and have loaned my copy out to our executive director.
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2 of 2 people found the following review helpful By Tobias Seggerman on March 10, 2008
Format: Hardcover
"Foundation and Endowment Investing" by Larry Kochard (himself a top Chief Investment Officer) and Cathleen Rittereiser is a very well written and valuable book. While providing an excellent general overview of how the investment landscape has changed for some of the most innovative investors today, I found the most interesting and valuable section to be the profiles of 12 of the top endowment and foundation CIOs. The authors obviously spent hours interviewing and gaining insights from these titans of the investing world, resulting in a very readable and valuable book.
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1 of 1 people found the following review helpful By David Eisenberg on January 8, 2009
Format: Hardcover Verified Purchase
This is an excellent and enjoyable text on investment policy and practice for endowments and foundations. I recommend it for any student or practitioner of institutional investments, whether they are focused on endowments or elsewhere. We all have something to learn from the wit and wisdom of this book.

Many investment books are either are too simplistic (not that it's rocket science) or so technical and lost in the numbers that they miss the gestalt of successful investing. This narrative does quite the opposite. The authors open with an excellent summary of the history, circumstances, and essential elements of endowment and foundation investment management. They follow with conversations with a dozen of the leading CIO's in the field, offering the reader real insight to the unique perspective of each institution, the passions and interests that make each CIO tick, and a better understanding of why successful investing doesn't come from a 'cookie cutter' approach. They close with a helpful summary of what we've learned along the way.

When you are done, you feel like you have enjoyed real conversations with some of the best practitioners in the field, and have a better sense of the depth, character, and focus that have made them successful. You won't be overwhelmed with jargon, just immersed in the real gestalt of successful investing. Sit down with this well written book, a glass of milk, and a warm cookie, and enjoy the conversation.
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