Higher education: Evolving and advancing through the sector’s challenges

In recent years, US not-for-profit higher education institutions have faced a myriad of challenges that have significantly impacted their operational, financial, and governance health.
In our two-part series, we explore the complex challenges higher education institutions are currently facing and provide actionable insights to help navigate this evolving landscape.
Part 1: Addressing the Fiscal Challenges
In part 1, we explore the financial pressures that many higher education institutions are currently facing. This paper outlines various strategies for potentially enhancing investment portfolio returns through improved diversification and effective cost control. A key feature of this work is a practical template designed to help institutions assess their tolerance for illiquid investments, empowering them to make informed financial decisions.
Part 2: Investment Governance in an Environment of Polarization, Politicalization, and Protest
Part 2 addresses the increasing polarization and divestment protests observed on numerous college campuses. This paper identifies a proactive governance approach to effectively manage these complex situations, ensuring that institutions can navigate challenges while upholding their core values and mission.
About the author(s)
David Bluestein
Lucy Momjian, CFA®, CAIA®