Strategic insight and tactical support for foundations
For Who We Serve
We work with and support foundations to help ensure that you meet your fiduciary responsibilities and achieve the financial goals of your endowed funds. Our portfolio management process provides you with access to a best-in-class approach similar to Canada’s largest foundations. We focus on people, processes, portfolio and performance.
We work with your investment committee to help design your investment policy and to ensure that you hire the best institutional managers with the greatest likelihood of repeating past success. Moreover, we help you avoid the two most common mistakes when dealing with money managers -- hiring bad managers, and firing good ones.
Our approach helps you simplify the complex investment management process for your endowed funds, instill confidence in your board and directors about their fiduciary responsibility, and deliver a truly diversified industry-leading investment strategy that is focused on your goals.
We invite you to contact us for more information about how we can help your foundation.