A new survey of endowment and foundation leaders finds growing concern about geopolitical conditions and liquidity as they plan for investment performance. According to results reported by The NonProfit Times, confidence in meeting multi-year targets has declined. Only 13% of respondents say they are “very confident” they will hit their three-year return targets, down from 19% in 2023. The survey also indicates that geopolitical risk is increasingly salient for investment decision-making: 66% of respondents cite geopolitical concerns as significant. The reporting frames the shift as part of a broader change in how leaders assess the current environment, including the role of liquidity in managing portfolios. The survey’s findings suggest that leaders are more cautious than in the prior year as uncertainty rises, with fewer respondents expressing strong confidence in achieving return goals over the next three years. Overall, the outlets’ coverage emphasizes that geopolitical concerns and liquidity considerations are major factors influencing sentiment among endowment and foundation managers.
Survey Finds Endowment and Foundation Leaders More Cautious on Returns Amid Geopolitics
A new survey of endowment and foundation leaders finds growing concern about geopolitical conditions and liquidity as they plan for investment performance. According to results reported by The NonProf...
- Only 13% of respondents report being “very confident” about hitting three-year return targets.
- That 13% figure is down from 19% in 2023.
- 66% of respondents cite geopolitical concerns as significant.
- The reporting links increased caution among endowment and foundation leaders to geopolitical uncertainty and liquidity considerations.
- Findings come from a Morgan Stanley endowments and foundations survey cited by The NonProfit Times.
(image from www.morganstanley.com/cs/pdf/MS-2026-Endowments-Foundations-Survey.pdf) Endowment and foundations managers have gown less confident as geopolitical concerns gain prominence. Only 13% of respondents to new polling report being “very confident” that they would hit their three-year return targets, down from 19% in 2023. In fact, 66% of respondents cited geopolitical concerns as significant to them. Considering that the […] The post Endowment, Foundation Leaders Nervous Geopolitics, Liquidity appeared first on The NonProfit Times.
17 hours ago(image from www.morganstanley.com/cs/pdf/MS-2026-Endowments-Foundations-Survey.pdf) Endowment and foundations managers have gown less confident as geopolitical concerns gain prominence. Only 13% of respondents to new polling report being “very confident” that they would hit their three-year return targets, down from 19% in 2023. In fact, 66% of respondents cited geopolitical concerns as significant to them. Considering that the […] The post Endowment, Foundation Leaders Nervous About Geopolitics, Liquidity appeared first on The NonProfit Times.
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