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Endowments & Foundations

Balancing Philanthropic and Financial Goals For Your Endowment or Foundation

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.

At NEPC, our Endowment and Foundation consultants use a proprietary tool we call Total Enterprise Management (TEM). To learn about how our tool helps decision makers balance long-term investment growth with short-term operational needs, watch the video below.

 

How can we help?

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Total Enterprise Management can help inform your asset allocation, making sure that short-term spending needs and long-term investment decisions are aligned.

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Our research team 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.

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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.

 

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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. 

We have decades of experience serving as an investment consultant to over 100 Endowments and Foundations. Let us use our experience and customized solutions to help your organization meet its goals.

Cathy Konicki, CFA, CAIA

Partner

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

Contact Us