Non-Profits, Foundations & Endowments
- Objective performance assessment with an understanding of risk tolerance suitable for non-profits
- Professional investment management support and guidance
- Asset allocation perspective and development if required; how to use Emerging Manager strategies to compliment your asset allocation.
- Education on the emerging manager segment and benefits thereof
- Guidance on using a “Manager of Managers approach”
- Competitive information on manager performance and the Emerging Manager market place
- Full client relationship management support and performance reporting and online view
We understand the unique needs of non-profit organizations and how to manage withdrawal requirements and investment restrictions. We can help you determine if Emerging Manager mandates would complement your investment objectives.