Articles
Press Release
July 2022
Canterbury Consulting
Canterbury Consulting was recently named as one of the 2022 Best Places to Work in Orange County for the 3rd consecutive year. The awards program was created in 2009 and is a project of the Orange County Business Journal in partnership with Workforce Research Group.
Articles
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…
Articles
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…
Articles
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.
Articles
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…
Articles
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…
Articles
Authored by Poorvi Parekh, CFA
May 2019
Nonprofit Information
The key role of a nonprofit organization’s trustees is to ensure that investment assets are protected and properly managed so that they can serve the organization’s mission. Regardless of the size of the investment assets, the investment committee seeks to balance the objectives of both long-term growth and ongoing fun…
Articles
Authored by Debashis Chowdhury, CFA
November 2018
Nonprofit Information
Legend has it that a college professor once awarded an “A” for the best existentialistic description of a simple chair. The “A” paper contained just two words, “what chair?”
It’s been said “the existential attitude” is a sense of puzzlement, misperception, or anxiety in the face of an apparently empty or illogical worl…
Articles
Press Release
May 2018
Canterbury Consulting
NEWPORT BEACH, CALIF., May 21, 2018 – Canterbury Consulting, an independent investment advisory firm overseeing $18.6 billion for foundations, endowments, healthcare organizations, and families, is moving to a new office after 30 years of growth. Due to the success of its independent advisory service model, the firm is…
Articles
Press Release
January 2018
Yahoo
Experts Discussed Macroeconomics, Global Equity and Credit Markets, the State of Philanthropy and the Future of Healthcare
NEWPORT BEACH, Calif., Jan. 24, 2018 /PRNewswire/ -- Canterbury Consulting, an independent investment advisory firm overseeing $18 billion for foundations, endowments, and families, recently hoste…
Articles
Press Release
November 2017
Yahoo
NEWPORT BEACH, CALIF., November 9, 2017 /PRNewswire/ -- Stuart Blair, director of research for Canterbury Consulting, an independent investment advisory firm overseeing $17.2 billion, will be a featured speaker and panel member for the Alternate Investment Summit in December and a moderator at the SuperReturn US West C…
Articles
Press Release
November 2017
Yahoo Finance
NEWPORT BEACH, CALIF., November 3, 2017 /PRNewswire/ – Canterbury Consulting, an independent investment advisory firm overseeing more than $17.2 billion, has announced the speakers for its 2018 Investment Forum, an annual assembly of prominent thought leaders in investment management, healthcare, and philanthropy.
Cant…
Articles
Authored by Jaylene Howard, CFA, CAIA
May 2017
Philanthropy News Digest
In January, Edward Shane, managing director at Bank of New York Mellon, told the Wall Street Journal that he estimates boomers have roughly $10 trillion stashed away in tax-deferred savings accounts. As the first generation with 401(k)s, boomers are in a unique position to call their own tune as they decide what to do…
Articles
Stuart Blair, CAIA
March 2017
The Hill
Positive Global Growth Leads to Risk-On Rally
- Positive global economic data led to a rally in risky assets over the quarter. Emerging markets outperformed all major asset classes as improving global growth characteristics resulted in better trade prospects. Risk-on assets also benefited as U.S. trade and protectionist…
Articles
Authored by Stuart Blair, CAIA
February 2017
The Hill
A sign in a corporate IT office once read, “Advice: $10. Good Advice: $1000.”
It’s obvious that when it comes to certain things, you do get what you pay for. In the investment advice industry, however, the amount you pay for insight may not necessarily be based on the quality of the advice, but instead on the compensa…
Articles
Authored by Debashis Chowdhury, CFA
February 2017
Trustee
In the past few years, hospitals in all parts of the United States have received some of the largest single donations in their history, allowing them to expand services and build newer and more technologically advanced facilities. But this trend forces foundation trustees, particularly those in community hospitals, to…
Articles
Authored by Matthew Lui, CFA
January 2017
The Hill
A wise shopper saw a “going out business” sign in a fortune teller’s window and quipped, “He should have predicted that.” Given the uncertainty surrounding the unconventional leadership of Donald Trump, even a fortune teller may not have much luck predicting next year’s market. Similarly, more than a few investment man…
Articles
Press Release
December 2016
PR Log
NEWPORT BEACH, CA - Dec. 5, 2016 - PRLog - Liz Ann Sonders, chief investment strategist of Charles Schwab, will be the keynote speaker for Canterbury Consulting’s 2017 annual investment forum on January 5, 2017. Canterbury Consulting is a Newport Beach-based independent investment advisory firm with $17 billion in ass…
Articles
Authored by Debashis Chowdhury, CFA
June 2016
Pensions & Investments
Spend rates are up, often beyond realistic expectations for real returns. Much has been written of lower expected returns going forward compared to the high market returns over the past five years, but what hasn't been written is that these data points have created a precarious situation for endowments and the organiza…
