Non-Profits, Foundations & Endowments

We provide:

  • 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.