Every year, we host an Annual Investment Meeting so our nonprofit endowment partners and donors can learn how the market performed and share insights on what to expect in the future.
On March 6, 2023 Robert Morris of Graystone Consulting and our very own Tim Zeckser detailed how the market and Colorado Gives Foundation can help you build your financial future.
We shared economic summaries for 2022, outlooks for 2023, and the ways in which we work to help our partners build sustainable futures and create meaningful impact. Robert Morris, senior vice president with Graystone Consulting from Morgan Stanley and the Foundation’s outsourced chief investment officer, provided a retrospective look at the market over the past two decades and where it’s headed into the future.
Robert noted that even though last year was a challenging year for everyone, the yield we expect to see from the Foundation portfolio will more than make up for last year, and beyond. Robert acknowledged the volatility of 2022 by describing how the federal government was quick to adjust interest rates from 0% to 4.25% for stock and bond markets to fight off inflation and changing market behaviors.
Following the market performance and forecast presentation, Tim Zeckser, our nonprofit endowment manager, explained why now is an exciting time for donors to make their philanthropic interests match their financial needs, and for nonprofits to connect with donors for planned and corporate giving impact. “If you want to explore ways to deepen your corporate engagement strategy, we can help with that,” Tim said. “Corporate Social Responsibility is becoming more and more important, especially for younger generations. Millennial investors are more engaged in these practices, and consumers are more motivated to purchase from ethical companies.”
It’s no secret that the market in 2022 was volatile for our neighbors, coworkers, investors and consumers. We hope by sharing the information and offering a look at historical performance and future outlooks, we can instill confidence so you can feel good about making your financial investments to make good happen.
Want to learn more? Revisit the meeting materials! Have any questions? Reach out to our team.
