Endowments & Foundations
Spending-policy-aware portfolios that protect the mission for the long term.
Overview
Endowments must fund today's mission without compromising tomorrow's. We align asset allocation with spending policy, so distributions remain sustainable through market cycles.
We also help boards navigate the tension between mission-aligned investing and return requirements, with frameworks that make trade-offs explicit.
What this covers
- Spending-policy design and stress testing
- Long-term asset-allocation strategy
- Mission-aligned and impact-investment options
- Illiquidity budgeting for private markets
- Board reporting and governance support
Want to talk through your situation?
Our team will help you scope the right engagement — no obligation, no sales pitch.