-
-
55+
-
Years building partnerships with nonprofits
-
United States, Intermediary
Change
-
-
700+
-
Nonprofit clients globally
-
-
-
USD 40 B
-
Nonprofit assets entrusted to us
-
All figures are for the Wellington Management Group of companies as at 31 December 2022
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
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 recent thought leadership.
Explore insights
- Director of E&F Strategies
Contact us
Find out how we can help your nonprofit, endowment, or foundation preserve and seek to grow its assets.
