During the Strategic Planning During the COVID Crisis webinar, Jason Levey, director and investment consultant at Canterbury, joined Mike Boulton, partner at Armanino, to host guest panelists from nonprofit organizations whose operations have been directly affected by COVID-19.

The two biggest opportunities Michael Cannivet, founder and president of Silverlight Asset Management, sees for U.S. investors over the next 5 years are: (i) protecting capital ahead of the next bear market, and (ii) subsequently overweighting international assets. For most people, money management is a long-term compo…

Adding to the pressures, asset owners are beginning to hire general investment consultants for specialty consulting work to reduce the workload on their staffs, said Stuart Blair, director of research at Newport Beach, Calif.-based Canterbury Consulting Inc. "Managing multiple service providers and coordinating their o…

Stuart Blair, CAIA, Canterbury Consulting's director of research, was recently interviewed by Pensions and Investments Online. He gives his insights into an emerging trend in private credit investment lending that may lead to increased risk and distorted returns.

Debashis Chowdhury, CFA, president of Canterbury Consulting, discussed the firm's investment philosophy, allocation strategies and the general state of return expectations in an article on the front page of the August 7 Orange County Business Journal.

Stuart Blair, CAIA, Canterbury Consulting's director of research, was recently interviewed by Pensions and Investments Online. He gives his insights into an emerging trend in private credit investment lending that may lead to increased risk and distorted returns.

With shrinking amounts of capital in other parts of the hedge fund space, co-investment vehicles also offer an avenue for managers to tap new capital, and there has been a noticeable uptick in offerings from fund of funds platforms in this vein, says Stuart Blair, director of research at Canterbury Consulting. Investor…

In January, Edward Shane, managing director at Bank of New York Mellon, told the Wall Street Journal that he estimates boomers have roughly $10 trillion stashed away in tax-deferred savings accounts. As the first generation with 401(k)s, boomers are in a unique position to call their own tune as they decide what to do…

In the past few years, hospitals in all parts of the United States have received some of the largest single donations in their history, allowing them to expand services and build newer and more technologically advanced facilities. But this trend forces foundation trustees, particularly those in community hospitals, to…

A wise shopper saw a “going out business” sign in a fortune teller’s window and quipped, “He should have predicted that.” Given the uncertainty surrounding the unconventional leadership of Donald Trump, even a fortune teller may not have much luck predicting next year’s market. Similarly, more than a few investment man…

SEATTLE – (September 7, 2016) – Canterbury Consulting, a leading investment advisory firm overseeing $16.8 billion in assets under advisement for foundations, endowments, and families, has announced the appointment of Jaylene Howard. In her role as investment consultant, Howard will focus on advising institutions and p…

Spend rates are up, often beyond realistic expectations for real returns. Much has been written of lower expected returns going forward compared to the high market returns over the past five years, but what hasn't been written is that these data points have created a precarious situation for endowments and the organiza…