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RFP Checklist

RFP Checklist

Published Date July 10, 2025

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Endowment strategy under pressure

Managing spending, allocation, and sustainability for long-term growth.

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Endowment strategy under pressure

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CPI vs PCE

The U.S. government compiles data for two separate indexes to track inflation.

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17 days ago
S&P 500 Dividend Aristocrats

The S&P 500 Dividend Aristocrats® (the Aristocrats) is a U.S. equity market index comprising companies from the S&P 500 Index that have increased their dividends in each of the last 25 years.

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almost NaN years ago
What is a fiduciary

While the term is often associated with financial matters, broadly speaking, a fiduciary is a person in whom trust is placed.

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about 2 months ago
Hawks and Doves

The terms “hawkish” and “dovish” describe contrasting central bank approaches to interest rates.

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about 2 months ago
Market Timing

The idea of market timing—opportunistically buying when the market is low and selling when the market is high—is not without its allure.

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about 2 months ago
Recessions

Loosely defined as a significant decrease in economic activity that lasts for more than six months, recessions are simply a normal part of the business cycle.

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4 months ago
Meme stock and cryptocurrency glossary

The culture surrounding meme stocks and cryptocurrency is largely a product of online spaces, so novices may encounter unfamiliar terminology when navigating investment discussions on these forums.

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4 months ago
Meme coins

Meme coins are a form of cryptocurrency that stand out for their questionable valuations, juvenile sense of humor, and potential for scams.

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4 months ago
Venture capital

Venture capital (VC) is a form of private equity investing that focuses on businesses at the earliest stages of their life cycles.

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4 months ago
Technical Analysis

Technical analysis uses historical price and trading volume data to predict the market’s next move.

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4 months ago
The private credit challenge

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4 months ago
Cryptocurrency

Cryptocurrency has captured global investors’ attention with its promise of outsized returns, freedom from government regulation or banks, and claims that it represents the future of finance.

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4 months ago
Concentration risk

The importance of diversification in an investment portfolio has become a cliché at least in part because it is true.

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7 months ago
Beta

Beta is a measurement of relative volatility. In other words, it represents the degree of price sensitivity an investment has to the price movements of a given benchmark.

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7 months ago
Standard deviation

Standard deviation is a measure of investment volatility—often simply referred to as “volatility.”

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7 months ago
Bills, notes, and bonds: U.S. Treasurys

Some investors may think that all debt issued the U.S. Treasury can be classified as “bonds.” However, there are three types of Treasury securities: bills, notes, and bonds.

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9 months ago
Municipal bonds

Municipal (muni) bonds are debt securities that are issued by states, cities, counties, and other IRS approved entities to fund day-to-day obligations or finance infrastructure projects.

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9 months ago
What is an ETF

Exchange traded funds (ETFs) are pooled investment funds that are bought and sold on public exchanges.

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9 months ago
Federal Funds Rate

The federal funds rate is an interest rate set by the Federal Reserve for borrowing and lending between major banks.

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