Foundations and Endowments

Mission-aligned investment strategy with fiduciary focus.

Services for foundations and endowments

At Corient, our Foundations and Endowments Team acts as a true Outsourced Chief Investment Officer (OCIO)—delivering the expertise and oversight foundations, endowments, and nonprofit institutions need to thrive. We help design and implement comprehensive investment strategies that support both annual programmatic needs and long-term sustainability—all while honoring donor intent and institutional purpose.

We offer institutional-grade investment management tailored to your mission, scale, and operating structure—helping you manage your capital so you can focus on making an impact and advancing your cause.

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.