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1、1Global Survey Report 2023Gauging risk,building resilienceFindings from the 2023 Global Endowment and Foundation Investment Survey 2Gauging risk,building resilienceContents3 Foreword4 Introduction:A global response,from a diverse range of E&F investors7Keyfindingssummary9 Keyfindings1:Portfoliorisks

2、andoperational resilience 16 Keyfindings2:Driving long-term performance through short-term challengesassetallocationtrends24 Keyfindings3:The experience in privatemarkets29 Keyfindings4:Aligning corporate citizenship with impact,values and climate 37 Conclusion38 Contact usContentsIntroductionKey fi

3、ndings 4Contact usKey findings summaryForewordKey findings 1 Key findings 2 Key findings 3Conclusion3Gauging risk,building resilienceForewordUnderstanding organizations concerns,recent investment allocations and plans for the future is the principal aim of this study.In 2022,endowment and foundation

4、(E&F)investors concerns about low expected future returns and inflation framed the broader shift into private markets that played out across last years survey findings.A year on,investors across this very diverse universe of organizations each with unique social,health,educational,faith and communit

5、y-driven missions are still facing a complex investment environment.For some,2023 may have felt like getting up and running after completing a marathon,having just navigated portfolios through a global pandemic,war in Europe and the onset of higher inflation.Concerns around inflation,fears of recess

6、ion,ongoing market volatility and evolving geopolitical risks have only increased among investors contributing to this years research.In the short term,inflation and market volatility can present distinct challenges,particularly when funding operational needs and meeting spending targets are reliant