Press Release
July 2021
Canterbury Consulting
Canterbury Consulting, an independent investment advisory firm overseeing approximately $27 billion for foundations, endowments and families, has been named as one of the 2021 best places to work in Orange County by the Orange County Business Journal. This is the second consecutive year and third time Canterbury Consul…
Authored by Debashis Chowdhury, CFA
July 2020
Nonprofit Information
Much has been written of high market returns over the past few years, and the COVID-19 pandemic will certainly lead to higher volatility going forward. What hasn’t been written is that these data points have created a precarious situation for endowments and the organizations they support: Spend rates are up or at unsus…
Authored by Matthew Lui, CFA, CAIA
April 2020
Nonprofit Information
The active versus passive investment management discussion has intensified as of late due to active management’s recent inability to outpace their passive benchmarks. Some may have a knee-jerk inclination to fire an underperforming manager, but the data show that investors are better off staying the course.
Authored by Stuart Blair, CAIA
January 2020
Nonprofit Information
Most nonprofits have probably considered environmental, social, and governance (ESG) investing, or soon will. Interest has escalated, and as a result, advice abounds. Reading it, only one thing seems clear: ESG investing is complex. It seems every answer leads to two questions, and it’s no surprise that many turn away …
Press Release
August 2019
PR Log
Canterbury Consulting, an independent investment advisory firm with more than $20 billion in assets under advisement, and the University of California, Irvine's Center for Investment and Wealth Management (CIWM), have partnered in the Pacific Life LIFEvest Financial Literacy Residential Program to help underserved Oran…






2021 Investment Forum Speakers


John W. Rogers Jr.
Diversity and Decicion-Making


Dr. Robert M. Califf
Transitioning to a Post-Pandemic World