Expert panelists discuss important investment insights and themes for endowments and foundations as you prepare for 2025 and beyond.
Topics explored:
- The market outlook for 2025
- Portfolio implementation and asset allocation in 2025
- What will it take to financially support your mission beyond 2025
Presenting our expert panelists:
The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser Member SIPC and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).
