Recently Published
Discover the latest insights and analysis in our recently published articles. As the market landscape continues to evolve, we are committed to providing you with the insights and strategies necessary to make informed investment decisions.
Innovest in the Media
2025
Direct Indexing: A Modern Approach to Customized Investment Strategies
By Sloan Smith and Matthew Foster | Published in Family Office Magazine
In this article Sloan Smith and Matthew Foster explore the advantages and disadvantages of implementing direct indexing and offer insights into the future of portfolio management.
By Christian O’Dwyer and John Walsh | Published in The NonProfit Times
One of the main reasons to set up a spend-down fund is to address causes that require more immediate attention. Some donors are opting to reap the fruits of their gifts while experiencing their impact.
Should Investors Worry About the Lack of Private Equity Distributions?
By Sloan Smith and Natalie Miller | Published by Financial Advisor Magazine
Since the beginning of 2022, the private equity market has gone through a transition. With the dramatic rise in interest rates, private equity firms, which typically borrow significant amounts of capital, had to reevaluate not only what were the best businesses to purchase but, importantly, how they were going to sell their current underlying portfolio companies
Innovest Named a Best Place to Work by Pensions & Investments
Innovest was named a 2024 Best Place to Work in Money Management by Pensions & Investments for the tenth time in eleven years. (2014, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024).
The Bond Market Update: What You Need to Know
By Steven Fraley and Austin Cleveland | Published in Advisor Perspectives
Congratulations to baby boomers for hitting the investment scenario lottery! You weathered both the dot-com bubble of the early 2000s and the global financial crisis, each of which presented opportunities to buy stocks at bargain prices. In the years that followed, you benefited from exceptional equity returns.
Assessing Culture in the Evaluation of Investment Strategies
By Peter Mustian | Published by Advisor Perspectives
While strategy provides direction, a strong culture is the foundation that supports and sustains an organization’s success. Culture influences every aspect of an organization and defines the purpose and values that guide the actions of employees.
By Steven Fraley | published by Advisor Perspectives
The power of changing our minds and adapting to market shifts and evolving landscapes can make us better investors.
4 Principles to Find and Engage Donors in Relational Fundraising
By Paul D’Alessandro | Published by NonProfitPRO
In some nonprofits, there is always a never-ending search for donors, which is like a mythical snipe hunt. In that ongoing search, the big donor for most nonprofits is tantalizingly out of reach. There's a reason for this.
Climbing the Fed Funds Rates Incline
By Peter Girard and Austin Cleveland | published by Advisor Perspectives
Recent increases in the Federal Funds Rate by the Federal Reserve have created potential implications for the economy, financial markets, and investment strategies.
Understand the Seasonality of Major-Gift Fundraising
By Paul D’Alessandro | Published by NonProfitPRO
Fundraising hinges on more than a compelling cause. Knowing when the right time is to maximize fundraising efforts is essential to the fundraising calendar. Just as fundraisers need to know when to make a major-donor ask, it's also essential to understand when to host an event — or even do a fundraising campaign.
The Quantitative Evaluation of Fund Performance
By Peter Girard | published by Advisor Perspectives
Investment offerings will encounter quantitative challenges at some point in their lifecycle. Those issues within the realm of due diligence encompass all measurable aspects that might signal problems from an investment management perspective. These issues should not immediately trigger alarm but rather serve as prompts for the crucial question: Why?
New Fiduciary Rule Stayed by Court as ERISA Turns 50
By Rick Rodgers and Sydney Aeschlimann | Published in TEXPERS
In April 2024, just months before ERISA’s birthday, the Department of Labor (DOL) gave the law an early birthday gift: the Retirement Security Rule, designed to expand protections for Americans’ retirement accounts by requiring financial professionals to act in the best interest of investors.
By Sloan Smith | Published in CityWire’s Due Diligence Report
The Citywire Due Diligence Report, contributed by Sloan Smith in September 2024, provides four key benefits of loans provided by private credit investment managers which have become more favorable for investors, Innovest has become more bullish on the asset class.
The Future of Commercial Real Estate: The Headwinds and Tailwinds Going Forward
By Sloan Smith | Published in Family Office Magazine
In 2022, the Federal Reserve increased short-term interest rates at a historically swift pace as a means to hinder inflation. The rate escalation created an interesting dynamic in the commercial real estate market.
The Benefits of Relational Values-Based Fundraising for Nonprofits
By Paul D’Alessandro | Published by Philanthropy Daily
Nonprofits can potentially improve fundraising results by focusing on building strong relationships with donors and aligning with traditional American values.
The Impact of the Nonprofit Donor Revolt
By Paul D’Alessandro | published by NonProfitPRO
Wealthy donors are increasingly influencing nonprofit operations, often dictating terms and policies traditionally managed by executives. Paul outlines strategies for nonprofit leaders to balance donor influence with organizational autonomy.
2024
By Sloan Smith | Published in CityWire’s Due Diligence Report
The Citywire Due Diligence Report, contributed by Sloan Smith in April 2024, provides an in-depth analysis of current market conditions, investment strategies, and fund performance, offering valuable insights for those conducting financial due diligence.
Embracing Fiduciary Responsibility for Retirement Plans with Selfless Commitment
By Kyli Soto and Joanne Cinalli | Published by TEXPERS
Fiduciaries have a multitude of responsibilities in both their personal lives and professional roles. The intricacies of fiduciary duties may not come naturally to everyone, making it essential to surround yourselves with individuals truly dedicated to this craft.
2023
Principal, Steven Fraley, CFA, MBA, was quoted in Citywire.com’s 2023 Due Diligence Report
Innovest’s CIO services were featured in Family Office Magazine
Innovest was named a 2022 Top DC Advisor by NAPA
2022
Innovest Named a Best Place to Work by Pensions & Investments in 2022.
Innovest was named a 2021 Top DC Advisor by NAPA
Innovest President and Co-founder Wendy Dominguez was interviewed on the Faith and Finance Podcast
2021
Innovest named one of the “Best Places to Work in Money Management” by Pensions & Investments
Innovest named to PlanAdviser’s 2021 Top 100 Retirement Plan Advisers
"Unprecedented Times,” By Innovest Principal, Steve Karsh, was published by Articulator Magazine.
“Investing in a Rising Interest Rate Environment,” by Steven Fraley was published by BenefitsPro.
Innovest was named a 2020 Top DC Advisor by NAPA
2020
Innovest Named one of the “Best Places to Work in Money Management” by Pensions & Investments
PLANADVISER featured Gordon Tewell in “15th Anniversary of RPAY: Innovest Portfolio Solutions”
“The New Challenge for the 60/40 Portfolio” by Steven Karsh was published by The Articulator
Innovest was featured in the PLANSPONSOR article, “Important Considerations for the RFP Process”
Rich Todd was featured in the Colorado Member Spotlight by the Economic Club of Colorado
Steven Fraley quoted in Citywire.com article, “Risky Heights”
Innovest named as a Top DC Advisor by the National Association of Plan Advisors
Raven Takes Benedictine Mission into Finance - The Gregorian Institute