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  • 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 growth......

  • 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....

  • 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......

  • 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......

  • 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......

  • 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......

  • 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......

  • 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......

  • 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......

  • 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......