In this article Matthew discusses the continued interest from endowments and foundations looking to OCIO's to manage their portfolios...

August 10, 2021 - Nashville, TN - Disciplina is pleased to expand its team with the addition of Michael Burns as Director of Investment...

https://www.institutionalinvestor.com/article/b1sszy5xhnq3xm/Howa-Black-Owned-OCIO-More-Than-Doubled-Its-Assets-in-a-Year

This quarter we discuss the challenges on managing long term portfolios in a low rate environment and the challenges from increasing...

Nashville, TN, July 20, 2021 – Disciplina is pleased to announce that it has been retained by the Community Foundation for Greater...

https://eml.iiconferences.com/webmail/81142/653772017/57dccd8ae1f307d09101c5968eb3a063

We discuss the evolving inflation situation and what it means for long term portfolios

Nashville, TN, March 23, 2021 – Disciplina is pleased to announce it has been retained by National Philanthropic Trust (NPT), the largest...

This quarter we discuss the financial markets' incredible resiliency and look ahead to 2021. The seeds have been planted for a robust...

We review the implications of a low interest rate environment and presidential elections. Also, how are 60/40 portfolios doing?...

Global equity markets quickly recovered from their March lows, posting gains of over 19%. We take a look at what the second half...

Markets repriced in 2019 following a weak 2018. We take a look at the prospects for 2020 given market valuations are now on higher ground.

Markets repriced in 2019 following a weak 2018. We take a look at the prospects for 2020 given market valuations are now on higher ground.

How will institutions meet their return targets in the years ahead given the challenges record low and negative interest rates may create?

The article titled “Foundations And Endowments Find Help For Navigating Complex Outsourced CIO Market” discusses the evolution of search...

Disciplina Partner, Brian Arsenault, was recently highlighted in Seton Hall University’s alumni publication. Find out more about Brian...

When it comes to impact, ESG, and SRI approaches to investing, we believe that doing good does not mean an organization needs...

Given an extended bull market this quarter, we'll look at the concept of debt, the government, and this not so new-fangled thing...

2018 brought negative returns to nearly every asset class. How are fundamentals, valuations, and sentiment lining up for 2019?

Please find attached Disciplina’s thoughts on Diversity in the Asset Management Industry.