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.

Endowments, foundations, and nonprofits: Research and investment ideas
Explore this curated collection of insights designed to help nonprofits navigate market dislocations and opportunities.
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.
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.
September 2020
On the ground in Asia with Niraj Bhagwat
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Public Permanent Capital: Combining attractive qualities of private and public equity investing
Learn how two veteran investors, one from Wellington and one from Housatonic Partners, happened to connect and bond over a passion for identifying companies led by strong capital allocators with extended time horizons. In this audiocast, Portfolio Manager Mark Whitaker and investor and author Will Thorndike discuss how they came to ultimately forge a collaborative investment approach named Public Permanent Capital, and why they believe it’s such a timely idea.
June 2020
Public Permanent Capital: Combining attractive qualities of private and public equity investing
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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

Emerging markets: Navigating opportunities and risks in today’s crisis
We explore today's key emerging markets themes including the impact of COVID-19, China's evolving global relationships and an increased focus on sustainability.
August 2020
Emerging markets: Navigating opportunities and risks in today’s crisis
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Fintech beyond the pandemic: Q&A
In this Q&A, we explore the impact of COVID-19, the latest opportunities in fintech, and the sector’s long-term tailwinds.
August 2020
Fintech beyond the pandemic: Q&A
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Studying outsiders: Blending the advantages of public and private equity
Learn why we believe a longer-term public market approach focused on strong capital allocation could combine the benefits of public and private equity.
August 2020
Studying outsiders: Blending the advantages of public and private equity
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Asking private companies to show their ESG<br> credentials
ESG issues are a growing area of focus in the public market, but what about the private market? Our co-head of Private Investments and our director of ESG, Private Investments, argue for informed and active ownership from the initial investment until the IPO.
July 2020
Asking private companies to show their ESG
credentials
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Public Permanent Capital: Combining attractive qualities of private and public equity investing
Learn how two veteran investors, one from Wellington and one from Housatonic Partners, happened to connect and bond over a passion for identifying companies led by strong capital allocators with extended time horizons. In this audiocast, Portfolio Manager Mark Whitaker and investor and author Will Thorndike discuss how they came to ultimately forge a collaborative investment approach named Public Permanent Capital, and why they believe it’s such a timely idea.
June 2020
Public Permanent Capital: Combining attractive qualities of private and public equity investing
,
Navigating sustainable investing: Guide for mission-based organizations
We believe sustainable investing approaches can increase donor appeal, enhance positive impact, and add return potential to an investment portfolio. Here, we share insights on the evolving sustainable investing landscape and introduce five key market inefficiencies and how to take advantage of them.
May 2020
Navigating sustainable investing: Guide for mission-based organizations
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Lessons from 200+ years of energy evolution: What comes next?
In search of guideposts for the next transition in the energy economy, Multi-Asset Portfolio Manager Scott Elliott considers the evidence from previous transitions and draws conclusions that could shape future investment decisions.
May 2020
Lessons from 200+ years of energy evolution: What comes next?
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Fear of rebalancing? Put a disciplined policy in place
Many investors wrestle with portfolio-rebalancing decisions, particularly in extreme market environments. In this paper, members of our Investment Strategy Team argue for a well-structured rebalancing policy and share research on calendar-based and range-based strategies.
May 2020
Fear of rebalancing? Put a disciplined policy in place
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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