We offer our investment management clients investment policy advice and analysis. As your strategic support, we work with your board, committees and staff to clearly determine the objectives, risk tolerance, liquidity needs and investment horizon for your institution's fund.
In the aftermath of the global financial crisis, strong risk management and governance practices have become critical for endowments. A well-constructed investment policy statement (IPS) can help you meet these needs, guide the management of your endowment over time, and serve as an essential roadmap during periods of market turmoil.
Build a roadmap for investing and spending decisions
Our investment management team specialize in developing long-term financial strategies for nonprofits. We gain a clear understanding of your goals and then work with you to carefully construct an IPS that supports the successful management of your endowment.
Establish guidelines to meet fiduciary responsibilities
A well-structured IPS can bring continuity and consistency to your institution’s investment decisions and help new board members get up to speed on your investment strategy. We create guidelines that include your institution’s investment return and risk objectives, spending policy, liquidity needs, asset allocation targets and ranges, and investment restrictions.
Manage risk more effectively
An IPS provides important guardrails to keep your institution on track during turbulent markets. We help you consider specific risks, liquidity issues, and allocation choices in a deliberate and thoughtful manner as you manage your investments in difficult markets and changing economic conditions.
Set reasonable spending goals
Set reasonable spending goals.
Demonstrate investment oversight
An IPS helps your board members fulfill their fiduciary responsibilities. It provides evidence that your institution has a formal decision-making process and serves to protect the best interests of the institution. We help you meet the Uniform Prudent Management of Institutional Funds Act (UPMIFA) and your duty-of-care obligations.