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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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

Adapting to climate change: Investing in the resiliency imperative
As the risks of climate change increase, so does the need to build resiliency. Members of our Climate Research Team discuss why they believe demand for climate adaptation solutions could grow exponentially, and how they think about investing in solutions for a range of climate variables, including heat, flooding, wildfires, and water scarcity.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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September 2021
Adapting to climate change: Investing in the resiliency imperative
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Chris Goolgasian
 CFA, CPA, CAIA
Erika Murphy
 CFA, CAIA
Asia equity investing: The contrarian advantage
An approach targeting underappreciated or misunderstood assets may be particularly suited to Asia market dynamics and to the current potentially reflationary environment.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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August 2021
Asia equity investing: The contrarian advantage
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The coming wave of disruption in financial services
Portfolio Manager Matt Lipton explains why some financial companies are finally catching up with other sectors that have long benefited from structural change driven by technological innovation — and why some incumbents will be left behind.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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August 2021
The coming wave of disruption in financial services
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Rethinking growth and where long/short directional strategies fit in
With allocators looking for opportunities to recalibrate their growth exposures, Multi-Asset Strategist Cara Lafond shares her “best fit” criteria for long/short directional strategies and explains why the financial sector appears to check all the boxes.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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July 2021
Rethinking growth and where long/short directional strategies fit in
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2021 Alternatives Annual Meeting Highlights
This highlights reel offers a quick look at the topics that are top of mind for our alternatives investors, from credit market dislocations to emerging market themes to cryptocurrencies.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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July 2021
2021 Alternatives Annual Meeting Highlights
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Building climate resilience within a strategic asset allocation framework
Driving volatility and dispersion, climate change could have lasting effects on the risk and return profile of a strategic asset allocation plan. We suggest allocators factor climate change into their structural planning today, and we propose a climate-aware allocation framework to help them do so.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
July 2021
Building climate resilience within a strategic asset allocation framework
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Erika Murphy
 CFA, CAIA
A source-based approach to managing inflation risk
Multi-Asset Strategists Nick Samouilhan and Adam Berger present a source-based investment “playbook” that asset allocators can follow as they seek to neutralize the looming threat of higher inflation.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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June 2021
A source-based approach to managing inflation risk
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Nick Samouilhan
 PhD, CFA, FRM
Developing net-zero commitments and tools
More and more companies, asset owners, and investment managers are pledging to achieve net zero in the decades ahead. Director of Sustainable Investing Wendy Cromwell and Climate Transition Risk Analyst Julie Delongchamp recently led an interactive discussion about the net-zero commitment, considerations for asset owners, and tools to align portfolios with the energy transition.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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March 2021
Developing net-zero commitments and tools
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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