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Endowments & Foundations

Contact Us

Whether you are a charity, service organization, educational institution, or foundation, we focus on what is important to you. You want to achieve your mission without worrying about your investment return and spending target. We want to make this easier for you. We take the time to get to know you and learn about your organization’s specific needs so that you can reach your full potential.

NEPC - Endowments and Foundations
 

How can we help?

  • Total Enterprise Management, our proprietary tool, can help you make informed decisions about your asset allocation, making sure that short-term spending needs and long-term investment decisions are aligned.
  • Our 50+ research team, with over 20 alternative assets research professionals, combines expertise in asset classes with dynamic market views to provide optimal implementation for endowments and foundations and is always available to share our forward-thinking insights directly with you.
  • Outsourced CIO (discretionary service) offerings are available for endowments and foundations who want to avoid the heavy lifting, potentially leading to increased efficiencies and lower overall fees.
  • Our Impact Investing approach provides knowledge about building mission-aligned investment programs and has created tools - ESG rating framework – to simplify how impact translates into action. 
  • Our dedication to diversity and the use of diverse managers in our clients’ programs are key components to our value proposition.

We have decades of experience serving as an investment consultant to over 125 Endowments and Foundations. Let us use our experience and customized solutions to help your organization meet its goals.

KRISTIN M. REYNOLDS, CFA, CAIA

Partner

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.

SCOTT F. PERRY, CAIA

Partner

Endowments and Foundations are not resting on their recent investment triumphs; instead, they are proactively thinking about the issues that lie ahead for their investment programs. At NEPC, we are heavily focused on innovation, diversity and impact investing as we believe these areas are critical to the success of our endowment and foundation clients.