Endowments, foundations and nonprofits

We work with nonprofit investors of all sizes and missions to craft innovative solutions tailored to meet their unique investment objectives. How can we help you?

 
Nonprofit clients globally
Years building partnerships with nonprofits
Nonprofit assets entrusted to us
700+
55+
USD 40 B

As of 30 June 2020

Whatever comes next, you need a game plan

Whatever challenges may lie ahead, we think nonprofits should be prepared to seek to capitalize on market dislocations and opportunities.

As one of the world’s largest active managers of nonprofit assets, we believe our greatest value comes from being able to partner and evolve with our clients across all types of market environments.  We believe that a focus on outcomes, not categories – including deviating from conventional investment thinking – can help your organization prioritize what matters.

We’d love to connect, learn about your vision, and help solve your investment challenges

 
Cara Lafond

How we work with nonprofits

Cara is a multi-asset strategist who works closely with Wellington’s nonprofit clients to research investment policy and portfolio construction ideas and advise on risks and opportunities. To learn if any of Cara’s recent work may be helpful to your organization, check out our case studies.

Case study #1: How to invest sustainably and not sacrifice returns

In conversations with nonprofits, including community and private foundations and endowments, as well as family offices, we are increasingly asked to provide insight and perspectives on sustainable investing.

For mission-based organizations, sustainable investing can be a differentiator that enhances donor appeal, magnifies positive societal impact, and adds attractive return potential.

LEARN WHY investors do not necessarily need to sacrifice returns when investing sustainably:


Navigating sustainable investing: Guide for mission-based organizations

 

 

Case study #2: Fear of rebalancing? Put a disciplined policy in place

Rebalancing has been a topic of many recent client and consultant conversations, and will likely remain so going forward.

In response, our team conducted research on three distinct rebalancing strategies — calendar-based, symmetric-range, and asymmetric-range — and shared its findings in a white paper.

LEARN HOW to rebalance effectively and potentially reduce uncompensated portfolio volatility:
Fear of rebalancing? Put a disciplined policy in place

 
Case study #3: Blending the advantages of public and private equity

Want private-equity-like return potential, but without the accompanying drawbacks? Consider a long-term strategy that combines the benefits of private equity with the positive aspects of public equities, while seeking to overcome the frustrations of both.


LEARN WHAT a “hybrid” public-market solution can do for your organization:
Studying outsiders: Blending the advantages of public and private equity

 

We’d love to hear your ideas for future research

Andrew Tubman

Contact us

Find out how we can help your nonprofit, endowment, or foundation preserve and seek to grow its assets

Andrew Tubman

Director, E&F Strategies