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CalPERS Policy Decision

Submitted by Headwater Investment Consulting on July 8th, 2015

By Kevin Chambers

In our recent paper discussing the asset allocation of Foundations and Endowments [insert link], we pointed out how many of the largest Foundations and Endowments are investment “trend setters.” Many investors follow the moves, strategy, and advice of the financial minds that run these large institutions. This is also true for another pillar of financial institutions: pension funds. The California Public Employees’ Retirement System (CalPERS) is the largest pension fund in the United States. CalPERS manages over $300 billion and has made some pretty drastic investment decisions in the last 12 months.

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Greek Eurozone Exit

Submitted by Headwater Investment Consulting on March 25th, 2015

By Kevin Chambers

Some recent headlines indicate continued problems in Greece, so let’s review the current situation and possible outcomes.

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Beneficiary Information

Submitted by Headwater Investment Consulting on September 10th, 2014

By Kevin Chambers

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Understanding Charitable Gift Funds

Submitted by Headwater Investment Consulting on August 6th, 2014

By Kevin Chambers

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Bond Ratings

Submitted by Headwater Investment Consulting on July 2nd, 2014

By Kevin Chambers

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Understanding Bonds

Submitted by Headwater Investment Consulting on March 11th, 2014

By Kevin Chambers

Many amateur investors have some idea about what bonds are, but do not fully understand exactly how they work. So let me explain the fundamentals of bonds. 

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McMinnville, OR
97128 USA

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