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Questions that dominated the first half of the year remained at the forefront during the quarter, as investors continued to assess the impact of rising interest rates in the US and of trade wars and tariffs between the US and its global trading partners. Equity markets ended the period with mixed results. Domestic equity markets performed well; the S&P 500 gained 7.7%, while the MSCI EAFE increased by 1.4% and...

In 1986, an [wpdm_package id='28947']English illustrator named Martin Handford created a character named Wally. Wally appeared in double-page-spread illustrations and displayed an affinity for situations in which lots of activity was occurring around him, so much so that it became difficult for Wally himself to be located. He always wore the same red and white striped shirt and cap, but to better camouflage him, items with a similar color scheme...

Four-letter words have always enjoyed a distinct reputation in the global lexicon. Often labeled "bad words," these well-known expletives have a harshness to them, even when used casually, and those on the receiving end of such invective will always take particular notice, as intended. Of course, all words with four letters are not four-letter words, but we do tend to put a magnifying glass on words with four letters because...

[wpdm_package id='28782']The second quarter was marked by a series of escalating skirmishes on the issues of trade and tariffs between the US and its global trading partners. Equity markets ended the period with mixed results; domestic equity markets performed well, with the S&P 500 gaining 3.4%, while the MSCI EAFE and the MSCI Emerging declined 1.2% and 8% respectively.  US markets climbed higher on positive earnings momentum, particularly in the...

New York, NY, July 11, 2018 – Colonial Consulting, LLC is pleased to announce that we now offer the option of fully discretionary investment consulting.  One of Colonial’s existing clients, the Amarillo Area Foundation, recently became our first fully discretionary client.We have come to the conclusion that by providing both non-discretionary advisory investment consulting and discretionary investment consulting services, new and existing clients will be able to choose the service...

New York, NY, June 6, 2018 – Andrew Siwo is an investment director at Colonial Consulting, an independent investment consulting firm primarily to leading foundations/endowments, colleges, and nonprofit institutions. Previously, Siwo was a manager at the Global Impact Investing Network and spent five years in the investment banking division at JP Morgan’s Global Special Opportunities Group.Andrew wrote a piece on Mission-related investments (MRIs) which was recently published on the Stanford Social innovation review website:https://ssir.org/articles/entry/measuring_the_hard_to_measureThe...

New York, NY, June 1, 2018 – Colonial Consulting, LLC, a leading investment advisor with a core focus on non-profits, is pleased to announce that CEO Charlie Georgalas will be joining a panel at the IMI OCIO Solutions Summit. The summit has been organized by the Investment Management Institute and will be held on June 13th, 2018, at the Stamford Hilton Hotel, Stamford, CT.  The summit will be attended by...

New York, NY, June 1, 2018 – Colonial Consulting, LLC, a leading investment advisor with a core focus on non-profits, is pleased to announce that CEO Charlie Georgalas will be joining a panel at the Endowment and Foundation Roundtable.   The Roundtable has been organized by Institutional Investor and will be held from June 5th to June 7th, 2018, at the Four Seasons Hotel, Boston, MA.  The summit will be attended...

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...