Morgan Stanley Survey Finds Shift Toward Portfolio Resilience

A meeting occurs in an office building. A man gives a presentation using a large monitor / screen. The screen displays graphs and charts. employees listen intently.

Morgan Stanley Institutional Consulting Solutions’ 2026 Endowments and Foundations Survey finds nonprofit investment leaders adapting to market uncertainty through mature alternative investment strategies, increased focus on governance and liquidity, and higher anticipated spending. The research highlights a shift from portfolio expansion to portfolio resilience as organizations balance long-term returns with operational and mission-driven needs.