Endowments & Foundations

Solving Your Investment Needs

Our Endowment and Foundation experts have a deep understanding of the complexities related to building a successful investment program. The team serves over 100 endowments and foundations and provides customized solutions to address every phase of your investment process. Our involvement is based on your needs and can range from traditional consulting to discretionary outsourcing. We recognize that your fund has its own unique set of goals and we work closely with you to find solutions that best suit your specific needs. In practice this means:

  • Using our proprietary Total Enterprise Management analysis to inform asset allocation decisions, which helps to strike the critical balance between your short term spending needs and long term investment growth
  • Implementing risk budgeting, factor analysis and scenario analysis to identify sources of risk within your portfolio and test how your asset allocation would fare under different economic environments
  • Leveraging our extensive resources to deliver forward thinking research and investment ideas to your staff and investment committee. Our team works to uncover niche ideas and manager innovation
  • Aligning your investment portfolio with your organization's mission. Our Impact Investing Group works to bring awareness to ESG investment concerns
  • Streamlining your investment policies and governance structure with a thorough review of your investment policy statement
  • Providing education to your staff and committee to help inform decisions about your investment programs

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Scott Perry, CAIA, Partner makes Chief Investment Officer's fifth annual list of the world's most influential investment consultants. Congratulations Scott! CIO Knowledge Broker's List.



Q3 Endowment and Foundation Survey

Congratulations to Colorado State University Foundation. They are our 2016 Q3 Survey winner. The Colorado State University Foundation, a not-for-profit corporation, was incorporated in 1970 to: (a) assist in the promotion, development, and enhancement of the facilities and educational programs and opportunities of the faculty, students, and alumni of Colorado State University and (b) receive, manage, and invest contributions, gifts, and bequests and apply the principal or income generated therefrom exclusively for charitable, scientific, literary, or educational purposes that will directly or indirectly aid and benefit Colorado State University. Colorado State University is a public research university located in Fort Collins, CO. The university is the state's land grant university, and the flagship university of the Colorado State University System. The current enrollment is approximately 32,000 students. The university has approximately 1,500 faculty in eight colleges and 55 academic departments. Bachelor's degrees are offered in 65 fields of study, with master's degrees in 55 fields. Colorado State confers doctoral degrees in 40 fields of study, in addition to a professional degree in veterinary medicine. Read more here.

Team Spotlight

Drug addiction, insurance rules fuel PE interest in treatment centers. In January, North Castle Partners announced a strategic investment in the New Haven, Connecticut, mental-health and addiction-treatment program Turning Point. Audax Private Equity, Deerfield Management Co and Kohlberg Investors executed deals for similar assets in the past year. “Addiction treatment is really hot right now,” said Jeffrey Roberts, a senior research consultant for NEPC. “People feel like there are these strong tailwinds behind it.” To read more click here. Note; you may need a subscription to PE HUB to read the full article.

NEPC: E&Fs Focus On Impact. Impact investing is gaining traction among endowments and foundations, according to an NEPC survey. In its Q1 2016 Endowment and Foundation Poll, more than half of the respondents were either pursuing impact investing or planned to consider it. Of the investors that use impact investing, about 86% expect such investments to equal or outperform the overall market. The survey polled 65 endowments and foundations based in North America.

"Institutional investors do not have to sacrifice returns in order to have a principled investment strategy," said Kristine Pelletier, a senior consultant at NEPC. "It is important that the asset owner community understands that impact investing is based on more than merit alone. The assets, be they in equities or fixed income, must align with the strategic framework of a risk adjusted portfolio. We have seen client interest in the space grow significantly in the past five years and we expect the same growth for the foreseeable future." To read more click here. Note; you may need a subscription to Foundation and Endowment Intelligence to read the full article.

Low-Carbon AUM Swells to $28 Billion in 2016, check out this article by FundFire interviewing our own Kristine Pelletier, Senior Consultant. “We’re having more conversations with committees and decision-makers about what ESG factors are important to them and how they want to express that in their portfolios,” says NEPC senior consultant Kristine Pelletier. “When we speak to prospects, questions are often coming up about impact investing broadly and what NEPC can do in particular. Still, that doesn’t necessarily equate to dollars today or dollars tomorrow.” (Note, you may need a subscription to Pensions and Investments to view this article).

Catherine M. Konicki, CFA, CAIA


How we help our clients

The world is changing. Endowments and Foundations are under strain to support their philanthropic mission. To maximize your impact, we developed a proprietary analytical system to help connect the effect of the investment portfolio on the broader organization enabling you to align your investment portfolio with your goals.

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