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

 

Get our podcasts. Meet our investors.

Why Europe offers a robust hunting ground for small caps
Portfolio Manager Anna Lundén offers her local perspective on Europe, highlighting the inefficiencies created over time by the outperformance of small-cap companies vs large-cap companies.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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April 2021
Why Europe offers a robust hunting ground for small caps
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Endowments, foundations, and nonprofits: Research and investment ideas
Explore this curated collection of insights designed to help nonprofits navigate market dislocations and opportunities.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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October 2020
Endowments, foundations, and nonprofits: Research and investment ideas
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On the ground in emerging markets
Portfolio Manager Greg Mattiko profiles the COVID-19 pandemic’s varied outcomes on different emerging markets, explores the potential opportunities from falling correlations, and highlights the benefits of a global approach to emerging market investing.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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September 2020
On the ground in emerging markets
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On the ground in Asia with Niraj Bhagwat
Portfolio Manager Niraj Bhagwat offers his local perspective on Asia, sharing the opportunities and risks he sees in today's volatile and challenging markets.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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September 2020
On the ground in Asia with Niraj Bhagwat
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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

EXPLORE INSIGHTS

Investor roundtable: A holistic approach to climate research
In this 15-minute roundtable conversation, our climate experts offer their perspectives on the risks and underappreciated investment opportunities associated with climate research.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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April 2021
Investor roundtable: A holistic approach to climate research
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Mission critical: The vital role of alternatives in pursuing investment success
Multi-Asset Strategist Cara Lafond considers three alternatives ideas for the current environment, including private equity vintages that coincide with market downturns; long/short directional strategies that may aid the pursuit of stability across the cycle; and long/short risk-mitigating strategies that complement other diversifiers.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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February 2021
Mission critical: The vital role of alternatives in pursuing investment success
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A new inflationary regime: Why the next decade could look different from the last
We explore why the risk of structurally higher inflation may be the highest it has been in decades and profile the key investment implications this presents.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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January 2021
A new inflationary regime: Why the next decade could look different from the last
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Shorting stocks in China: The emerging opportunity
Two of our emerging market investors explain why shorting appears to be at an inflection point in the world's second largest equity market, where idiosyncratic conditions may offer a unique environment for generating alpha and diversifying risks.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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January 2021
Shorting stocks in China: The emerging opportunity
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Why should investors study climate science?
Our director of sustainable investment discusses our partnership with Woodwell Climate Research Center and the tools we are developing to help investment teams and clients understand the economic impacts of climate change.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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October 2020
Why should investors study climate science?
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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