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



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.



Cathy 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.

Find out how we can help you

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