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  • Repeating the same pattern experienced in the last few quarters, concerns about Brexit, political uncertainty, trade disputes between the US and China, and slowing global growth continued to have an impact on investor sentiment. While developments on these topics, especially tariffs, dominated the headlines, they remained unresolved throughout the quarter....

  • Concerns about global growth and tariffs were present throughout the quarter; however, the overall tone for the period was set by a series of statements from central bankers around the world pledging their willingness to implement stimulative measures if economic conditions in their regions deteriorate. After a volatile May and June, equity markets ended the period with positive results; domestic equity markets posted the strongest performance, with the S&P 500......

  • After selling off late last year, equity markets bounced back and ended the quarter with the S&P 500, MSCI EAFE, and MSCI EM indices posting gains of 13.6%, 10%, and 9.9%, respectively. Concerns over the US-China trade dispute eased and accommodative policies from global central banks proved a potent combination, helping investors to overcome their worries about global growth....

  • In the final weeks of 2018, domestic equity markets experienced an incredible level of volatility as they joined the global selloff in risk assets. Overall markets finished the year in negative territory, with the S&P 500, the MSCI EAFE, and the MSCI Emerging indices declining by 4.4%, 13.8%, and 14.6%, respectively. Compared to the halcyon days of 2017, during which US markets experienced no moves greater than 3%, and 2016,......

  • While the calendar has now turned to fall, it never hurts to be reminded of the joys of summer. June 21st is technically the first day of the season, but for many people, July 1st marks its unofficial kickoff. The thermometer is rising, the kids are out of school, Independence Day is right around the corner, and ice cream has assumed its spot as a primary food group. But for......

  • Last year the great screenwriter William Goldman passed away at the age of 87. Goldman was a prodigious talent, the award-winning scribe behind classic films like All the President’s Men, Butch Cassidy and the Sundance Kid, Marathon Man, and The Princess Bride, the latter two based on his own novels. He is also famous for his 1982 book about the inner workings of the film business, Adventures in the Screen......

  • The early autumn of 2018 was an interesting and exciting time for a certain progressive utility company, which had some very forward-looking initiatives as part of a strategy to evolve in the wake of climate change, the most pressing environmental issue of our time. While conservation had not traditionally been a part of its business, and the safety of some of its old-line equipment had been called into question in......

  • Few people remember this given the company’s outsized success today, but in the mid-1990s, Apple was on death watch. Co-founder Steve Jobs had recently returned to the company, but one of the greatest turnarounds in corporate history hadn’t yet taken shape and the company was hemorrhaging cash. At a technology conference, Michael Dell, the founder of personal-computer powerhouse Dell Computer, was asked what he would do if he were CEO......

  • "Impact investments offer a range of returns, from risk-adjusted, market-rate returns to concessionary returns. Not all investors aim for their impact investments to achieve top or market-rate returns. Similarly, market-rate solutions are not feasible across all impact investment opportunities."...

  • EMBA Sustainability Colloquium Speaker Series: Andrew Siwo, Colonial Consulting...

  • 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......