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        Insights for Not-for-Profits Investing in Uncertain Times

        Welcome to the latest edition of Insights for Not-for-Profits. Considering the many changes rippling through the nonprofit world, this quarter’s theme is “Investing in Uncertain Times.” Three main factors are clouding the outlook for nonprofits: changes in tax policy, government funding cuts, and macroeconomic shifts.

        Learn More by Downloading the Full Newsletter

        In this quarter’s newsletter, we break down key factors clouding nonprofits’ outlook and offer strategies and tactics to manage them.

        • Considering the recent passage of the Big Beautiful Bill, we explain how new taxes could affect endowments and how endowment investment professionals can prepare portfolios for the future.
        • Leaning on insight from Chee Ooi, managing director of State Street Investment Management, we explore Global Defensive Equity, an investment strategy designed to provide long term equity returns with lower risk and explain why it may be especially useful for nonprofits now.
        • Susan Doyle, global head of Private Market Funds, helps shed light on the shifting role of alternative investments in not-for-profits’ portfolios.
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