Head of Philanthropic Advisory Drew Rabe lays out a step-by-step guide to scaling a private foundation after significant asset growth.

We discuss factors that come into play when investing for endowments and foundations.

In this issue of InvestorView, we examine the U.S. economy as we enter the second half of 2024 and break down our Investment Research Group’s three-pronged approach to portfolio construction. We also cover critical considerations for successful asset allocation for endowments and foundations and review our fixed income investing principles.

BBH Partner Suzanne Brenner and Deputy Chief Investment Officer Ilene Spitzer discuss special considerations to take into account when setting an asset allocation for endowments and foundations.

We discuss the ways in which the worlds of investing and philanthropy are becoming more integrated and the importance of cross-generational conversations around this topic.

In the feature article of this issue of Women & Wealth Magazine, we sit down with BBH Partner and former Chief Investment Officer Suzanne Brenner to learn more about her journey from classical music to finance, her investment philosophy, and how she’s helping to pave the way for more women in investing.

BBH Relationship Manager Alexandra Bauer provides guidance on each step of the RFP process and discusses the key considerations to ensure its success.