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After a breakneck start to the year, equity markets retreated to end the quarter with the S&P 500 and MSCI EAFE posting declines of 0.8% and 1.5%, respec-tively, and the MSCI EM Index posting a gain of 1.4%. Volatility returned with vigor, as the S&P 500 recorded 23 daily moves of plus or minus 1% during the quarter, compared to a total number of eight moves in 2017.[wpdm_package id='28602']...

During the past 17 years, managers of endowment and foundation investment assets have experienced more than their share of events impacting their ability to achieve their investment goals. The dotcom bubble saw the NASDAQ rise 580% between 1995 and 2000 before declining by 87% over the next two years, triggering a bear market in which the S&P 500 declined 49% from its peak. This was followed in 2008-09 by the...

FOR IMMEDIATE RELEASENew York, NY, April 14, 2018 – Colonial Consulting, LLC, a leading investment advisor with a core focus on non-profits, is pleased to announce that Investment Director Andrew Siwo will be serving as a panelist at the MSCI Institutional Investor Conference. The conference will be held May 3, 2018 at Condé Nast Venues inside One World Trade Center. The conference explores asset owner investment challenges through the lens...

FOR IMMEDIATE RELEASENew York, NY, March 22, 2018 – Colonial Consulting, LLC, a leading investment advisor with a core focus on non-profits, is pleased to announce that Senior Research Analyst Andrew Siwo will be moderating a panel at the 6th Annual Tri-State Institutional Forum. The forum is organized by Markets Group and will be held April 5, 2018 at the Harmonie Club in New York. An annual meeting of the...

FOR IMMEDIATE RELEASENew York, NY, March 19, 2018 – Colonial Consulting, LLC, a leading investment advisor with a core focus on non-profits, is pleased to announce that Managing Director and Senior Consultant Brian Crawford will be serving as a panelist at the 7th Annual OCIO and Investment Outsourcing Summit. The conference is presented by Financial Research Associates and will be held on March 20th and March 21st at the Princeton...

Colonial Consulting CEO Joins Panel at 2018 SEO Alternative Investments Conference (AICON)FOR IMMEDIATE RELEASENew York, NY, January 22, 2018 – Colonial Consulting, LLC ®, a leading investment advisor with a core focus on non-profits, is pleased to announce that Charlie Georgalas is participating as a conference panelist at the 2018 SEO Alternative Investments Conference (AICON) to be held at the New York Hilton Midtown in New York City on February...

Since our inception over 30 years ago, Colonial Consulting has pursued one simple goal: providing exceptional investment advice and services via our nondiscretionary advisory model. Over the past decade, much of our industry has migrated to a discretionary (sometimes called Outsourced Chief Investment Officer or “OCIO”) model while we’ve elected to maintain our original focus. Yet, we have also observed a trend in which a greater number of clients are...

Lifted by a steady stream of positive economic data, strong corporate earnings, and robust sentiment, global equity markets ended 2017 on a high note with the S&P 500, the MSCI EAFE, and the MSCI Emerging indices posting double digit gains of 21.8%, 25%, and 37.3%, respectively. Stimulus programs and pro-growth policies instituted in the wake of the global economic crisis pushed economic activity to new heights. In its most recent...

The third quarter was marked by evocative political headlines and a series of highly destructive and tragic hurricanes hitting the Gulf Coast, Florida, and Puerto Rico. However, these all did little to dampen investors’ enthusiasm for risk taking. Global equity markets ended the period on a high note with the S&P 500, the MSCI EAFE, and the MSCI Emerging indices gaining 4.5%, 5.4%, and 7.9%, respectively. Markets reacted positively to...

Predicting the impact of macro factors is one of investing’s greatest temptations. Turn on the news and topics like commodity prices, interest rates, and currencies are being discussed constantly, with pundit after pundit confidently offering commentary on how these factors are going to impact equity markets. And in the short term, sometimes they get it right. When Hurricane Harvey hit Texas and it became clear that major production and refinery...