Endowments & Foundations
Download GlossyWith decades of experience, NEPC’s endowment and foundation consulting team possesses a deep understanding of the dynamics involved with running a successful investment program. We currently service more than 95 endowment and foundation plans with total assets in excess of $48 billion.
We recognize that a critical balance must be struck between providing an adequate, reliable cash flow to today’s operating budget and planning for long-term portfolio performance that will support your mission well into the future. NEPC takes a holistic approach to building investments where decisions are linked to budgeting and the impact of spending on operations.
We build investment programs based on risk budgeting tenets, seeking to understand the sources of risk in a fund. Portfolios are stress tested under various economic environments to assess the growth in assets and spending under adverse, variable market conditions. We also focus on liquidity needs to ensure that spending and capital commitments to alternative assets will be met under various market conditions.
Our commitment to research allows our endowment and foundation clients access to private equity, hedge funds and real assets investments. We build investment programs that meet long term strategic goals complemented with forward thinking views on markets and investment products.
