In The Media
Quote by Debashis Chowdhury, CFA
February 2020
Inside Higher Ed
Colleges and universities generally aren't happy about the endowment tax, but many are paying less than the tens of millions of dollars reported by the country's wealthiest universities, a review finds. And even those ultrawealthy universities might end up paying substantially less.
It has been more than two years sin…
Articles
Press Release
August 2019
PR Log
Canterbury Consulting, an independent investment advisory firm with more than $20 billion in assets under advisement, and the University of California, Irvine's Center for Investment and Wealth Management (CIWM), have partnered in the Pacific Life LIFEvest Financial Literacy Residential Program to help underserved Oran…
In The Media
Quote by Debashis Chowdhury, CFA
January 2019
Inside Higher Ed
When President Trump at the end of 2017 signed a Republican-backed tax-reform package into law that included significant changes for colleges and universities, higher ed leaders were left waiting for answers.
They wondered about rules for calculating a new tax on endowments. They sought guidance regarding a tax on par…
In The Media
Quote by Debashis Chowdhury, CFA
May 2018
The NonProfit Times
Pension funds, endowment fund, and foundations are taking a renewed look at their investments and whether they include gunmakers or even companies that sell guns.
Events
Manager Webinar
March 2018
Generation Investment Management
On March 29, 2018, Renee Beaumont of Generation Investment Management discussed the growing importance and prevalence of responsible and sustainable investing. Topics discussed included the different approaches to sustainable investing, current sustainability trends, how investors are incorporating the philosophy into…
In The Media
Quote by Debashis Chowdhury, CFA
March 2018
Inside Higher Ed
Interest in divestment has spiked in recent weeks, according to Debashis Chowdhury, president at Canterbury Consulting, an investment advisory firm managing about $18 billion of assets for endowments, foundations, health care organizations and families.
Donors and parents were asking colleges about their exposure to g…
In The Media
Quote by Debashis Chowdhury, CFA
September 2017
FundFire
Although underlying asset managers are cognizant of investors’ growing appetite for divestment and ESG issues, investors still need to be implementing “reasonable policy parameters”, says Debashis Chowdhury, president at Canterbury Consulting, a consultant firm that also provides OCIO services. “You really have to mak…
In The Media
Quote by Stuart Blair, CAIA
September 2017
Pensions & Investments
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…
In The Media
Quote by Stuart Blair, CAIA
September 2017
Pensions & Investments
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.
In The Media
Quote by Debashis Chowdhury, CFA
August 2017
Orange County Business Journal
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.
In The Media
Quote by Stuart Blair, CAIA
August 2017
Pensions & Investments
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.
Articles
Authored by Jaylene Howard, CFA, CAIA
May 2017
Philanthropy News Digest
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…
Articles
Authored by Matthew Lui, CFA
January 2017
The Hill
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…
Articles
Authored by Debashis Chowdhury, CFA
June 2016
Pensions & Investments
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…
