Case Study

Revised Asset Allocation Improves Endowment Longevity

Revised Asset Allocation Improves Endowment Longevity

1 Russell Investments // Private school case study A private school providing tuition-free education for low-income students from kindergarten through 8th grade. The school depended upon an annual source of funds which came to an end. As a result, the school moved to a new governance structure and formed a new 501(c)3 entity that acts as a support organization to the school. With the loss of the long-standing funding source, the school now

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