What we offer

Investment Policy Consultation

Enhance the effectiveness of your institution’s investment governance and oversight.

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.
Investment policy

Find investment policy guidance

Outsourced CIO

Outsource your endowment investment management

TIAA Institute

Inform decisions: from insights to outcomes

Planned gift management

Enhance your planned giving program

Research and thought leadership

Discover current trends affecting endowments

DONOR-ADVISED FUNDS

Elevate your fundraising with a powerful, turnkey program

Contact

Get in touch

We look forward to continuing the conversation—and discussing how our services can help advance your organization’s mission today and for generations to come.
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