In a landscape marked by unpredictability and complex market dynamics, investors need to understand the key driving factors and how they may impact portfolio construction. Tune in as Bob DiMeo and Dev

Many hospitals and healthcare organizations continue to face financial instability and margin pressures that have been exacerbated by the lingering effects of the pandemic. Join Bob DiMeo and Devon F

Do you intend to incorporate ESG investing into your portfolio but dont know where to start? As reporting standards, disclosure requirements, and available data continue to evolve, it can be overwhel

Under Scott Malpass leadership, the University of Notre Dames endowment fund grew from $400 million in 1988 to nearly $15 billion by 2020, ranking among the top 1% of endowments globally! Post Notre

How have markets impacted your endowment or foundation and what strategies should you be considering right now? Its time to review this year from a stewardship perspective and consider what strategi

On July 31st, 2023, a new and exciting chapter began for Fiducient Advisors. With great pleasure, we introduce you to Fiducient Advisors new CEO Sabrina Bailey! With a proven track record of astute f

Do you oversee investments, and does this market seem somewhat puzzling? The first half of 2023 was characterized by intriguing events, including AI hype, the Silicon Valley Bank failure, and strained

Many nonprofits, especially schools, are contending with rising costs, challenged revenue streams, and regulatory matters all of it in a tumultuous market environment. In this episode, Bob DiMeo and

Effective leadership and good governance can help maximize your mission but requires strategic, long-term thinking in a world increasingly focused on the short term. In this episode, Bob DiMeo and De

A lot has happened in the first quarter of 2023. Continued market volatility, rising interest rates, and the hottest topic right now the banking debacle! In the first Quarterly Quick Take of 2023, B