https://www.spreaker.com/podcast/serkan-altay--6509737Serkan Altay managed a $300-$400M endowment portfolio, achieving a 3-year annualized return of 8.4% through strategic investment recommendations and asset allocation. He transformed the foundation's investment approach by revising the Investment Policy Statement to include diverse asset classes, creating an "Investment Beliefs" document, and implementing a negative screening process aligned with granting initiatives. Altay pioneered the foundation's impact investing strategy, engaging with Rally Assets and allocating 5% of endowment assets towards investments aligned with U.N. Sustainable Development Goals. His comprehensive work included monitoring external manager performance, conducting detailed market analysis, performing manager searches for impact investments, and preparing strategic investment memos for the Impact Investment Committee.]]>enInvestingCopyright Serkan Altayhttps://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/48210ab557bdcc37a33c2b68b30a771b.jpghttps://www.spreaker.com/podcast/serkan-altay--6509737Tue, 04 Feb 2025 05:36:41 +0000Serkan AltaySerkan Altayfeeds@spreaker.comAt the Victoria Foundation, https://www.morningstar.ca/ca/news/188323/resource-heavy-funds-make-gains-in-july.aspx managed a $300-$400M endowment portfolio, achieving a 3-year annualized return of 8.4% through strategic investment recommendations and...Serkan Altay managed a $300-$400M endowment portfolio, achieving a 3-year annualized return of 8.4% through strategic investment recommendations and asset allocation. He transformed the foundation's investment approach by revising the Investment Policy Statement to include diverse asset classes, creating an "Investment Beliefs" document, and implementing a negative screening process aligned with granting initiatives. Altay pioneered the foundation's impact investing strategy, engaging with Rally Assets and allocating 5% of endowment assets towards investments aligned with U.N. Sustainable Development Goals. His comprehensive work included monitoring external manager performance, conducting detailed market analysis, performing manager searches for impact investments, and preparing strategic investment memos for the Impact Investment Committee.]]>cleanepisodichttps://www.spreaker.com/episode/understanding-impact-investing-in-foundations--64182044Impact investing allows foundations to go beyond traditional grants by funding initiatives that generate both financial returns and social change. Learn how foundations leverage investments to support non-profits, community projects, and sustainable businesses.]]>https://api.spreaker.com/episode/64182044Tue, 04 Feb 2025 05:36:32 +0000Serkan Altayhttps://pin.it/2cHy1H4xNallows foundations to go beyond traditional grants by funding initiatives that generate both financial returns and social change. Learn how foundations leverage investments to support non-profits, community projects, and...Impact investing allows foundations to go beyond traditional grants by funding initiatives that generate both financial returns and social change. Learn how foundations leverage investments to support non-profits, community projects, and sustainable businesses.]]>249cleanfull