Foundations and Endowments

We help you create a comprehensive investment plan that can meet your organization’s annual programming and capital needs while keeping in mind not only your long-term needs, but also the intent of your donors.

Services for foundations and endowments

The Corient Foundations and Endowments Team was established to support the unique wealth needs of public and private foundations, endowments, and other nonprofit entities. This dedicated team works as a Outsourced Chief Investment Officer (OCIO) to help foundations and endowments like yours with financial planning, spending policies, risk reduction, investment management and wealth preservation. Our recommendations are bespoke to your organization and focus on meeting your distinct objectives at every step—so you can get back to focusing on your mission.

Services at-a-glance

Corient’s team has expertise working with various nonprofit clients and customizing our services to reflect your distinct objectives, priorities and timelines. These include:

Investment Management

Strategic Asset Allocation
Custom Global Multi-Asset Class Portfolios
Public & Private Markets
Passive & Active Approaches
Mission Aligned Investing
Open Architecture Approach
Consistent with UPMIFA Standards
401(k) Plan Management and Administration

Nonprofit Planning Support

Policy Statement Review & Design
Cash Flow & Spending Analysis
Strategic Planned Giving Support
Board and Committee Education

Investment Management

Strategic Asset Allocation
Custom Global Multi-Asset Class Portfolios
Public & Private Markets
Passive & Active Approaches
Mission Aligned Investing
Open Architecture Approach
Consistent with UPMIFA Standards
401(k) Plan Management and Administration

Nonprofit Planning Support

Policy Statement Review & Design
Cash Flow & Spending Analysis
Strategic Planned Giving Support
Board and Committee Education

A process focused on you

Step 1

We begin by working closely with your organization to understand your mission, your culture, your assets, your commitments and your goals for the future.

Step 2

Within this construct, we then help you define the specific investment and spending policies that can help you achieve your goals

Step 3

Finally, we build bespoke strategies and solutions that align with your mission and are designed to help manage cash flow, protect and grow assets and ensure the continued ability to serve your mission.