Endowments & Foundations
Conflict-free investment advisory and fiduciary services delivered by experienced advisors for your organization.
How we can help.
Investment, fiduciary, and risk
management services for foundations and
endowments.
The need for philanthropic resources is highest during periods of market stress, so nonprofits need a partner with deep expertise, access to market intelligence, and aligned interests to help them overcome their investment, spending, governance, and fundraising challenges.
CAPTRUST’s significant client base and understanding of trustee-directed asset pools, local client service, and centralized resources mean that CAPTRUST is uniquely positioned to help nonprofits accomplish their goals.
Asset
Allocation
Committee Development & Education
Assistance with the implementation of best practices for endowment investment committee composition and ongoing governance.
Discretionary Investment Management
Management of client investment portfolio assets based upon stated guidelines, goals, and objectives.
Donor
Development
ESG
Investing
Fee
Benchmarking
Investment & Spending Policy Development
Assistance with the documentation of policies governing portfolio risk, investment selection, ongoing portfolio monitoring, and distributions.
Manager Search & Selection
Identification of investment managers fitting a particular profile for inclusion in an endowment’s investment strategy.
Nondiscretionary Investment Advice
Portfolio recommendations and changes implemented in collaboration with an investment committee.
Performance Reporting & Monitoring
Quarterly assessment of investment manager or portfolio returns and risk relative to peer groups and indexes.
Trustee/Custodian Search
Process oversight and assistance with identifying and selecting a trustee or custodian for endowment investment assets.
