Endowments and Foundations

Satisfying short-term demands while helping to build success for the long term

Achieving the unique goals of your endowment or foundation

Your institution’s vision of success is unique. We partner with you to help achieve it. First, we seek to understand your mission and goals. Then, we create and implement a plan to support your spending needs and preserve your portfolio’s long-term purchasing power.

Helping you achieve your goals is our ultimate objective. To accomplish this, we leverage our investment principles for endowments and foundations: an equity bias, adequate liquidity, prudent leverage, reducing the risk of permanent capital loss, and appropriate rebalancing. Additional solutions allow us to enhance your institution’s management and operations so you can thrive.

 

As an investor who has stewarded our own institution for over 200 years, our perspective can help you achieve your goals over long time horizons.

Setting an Asset Allocation for Endowments and Foundations

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.
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Solutions to help you achieve your short- and long-term objectives

  • Investment Advisory

    Long-term, value-oriented investing focused on preserving and growing your capital

  • Spending Rate Analysis

    Guidance establishing the appropriate spending policy

  • Investment Policy Statement

    Advice on the creation or review of your investment policy statement

  • Trust Services

    Trustee and executor services that provide continuity while easing administrative burden

  • Strategy, Operating, and Fundraising Advisory

    Objective advice to help you achieve your organization’s goals

  • Lending

    Flexible, secured lending to help you implement strategies to achieve your objectives1

LEARN MORE ABOUT ENDOWMENT & FOUNDATION MANAGEMENT

It is an honor to work with endowments and foundations. By combining risk-adjusted results that enable them to further their work on important causes with support around critical strategic, operational, and fundraising issues, we go above and beyond to position them for long-term success.
– Justin Reed Partner and Chief Investment Officer

How to scale a private foundation

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

We have found that many seek to incorporate their core values in their investment portfolio. Interested in our approach to sustainable investing and how we align your portfolio with your values?

Learn more here

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    InvestorView Summer Issue 2024

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    Setting an Asset Allocation for Endowments and Foundations

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    Investing for Good: Aligning Your Investments and Your Philanthropy

Contact Us

1 Borrowed funds cannot be used to purchase securities in the portfolio.

This communication is for informational purposes only.  The information herein has not been based on a consideration of any individual investor’s circumstances and is not investment advice, nor should it be construed in any way as tax, accounting, legal or regulatory advice.  Individuals should consult their personal tax, accounting and legal advisers regarding any potential investment or strategy.  Any views and opinions are subject to change at any time.

This material does not constitute an offer or solicitation in any jurisdiction where or to any person to whom it would be unauthorized to do so.

Investment Advisory Products and Services:

NOT FDIC INSURED   NO BANK GUARANTEE    MAY LOSE VALUE

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You are required to read the following important information, which, in conjunction with the Terms and Conditions, governs your use of this website. Your use of this website and its contents constitute your acceptance of this information and those Terms and Conditions. If you do not agree with this information and the Terms and Conditions, you should immediately cease use of this website. The contents of this website have not been prepared for the benefit of investors outside of the United States. This website is not intended as a solicitation of the purchase or sale of any security or other financial instrument or any investment management services for any investor who resides in a jurisdiction other than the United States1. As a general matter, Brown Brothers Harriman & Co. and its subsidiaries (“BBH”) is not licensed or registered to solicit prospective investors and offer investment advisory services in jurisdictions outside of the United States. The information on this website is not intended to be distributed to, directed at or used by any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation. Persons in respect of whom such prohibitions apply must not access the website.  Under certain circumstances, BBH may provide services to investors located outside of the United States in accordance with applicable law. The conditions under which such services may be provided will be analyzed on a case-by-case basis by BBH. BBH will only accept investors from such jurisdictions or countries where it has made a determination that such an arrangement or relationship is permissible under the laws of that jurisdiction or country. The existence of this website is not intended to be a substitute for the type of analysis described above and is not intended as a solicitation of or recommendation to any prospective investor, including those located outside of the United States. Certain BBH products or services may not be available in certain jurisdictions. By choosing to access this website from any location other than the United States, you accept full responsibility for compliance with all local laws. The website contains content that has been obtained from sources that BBH believes to be reliable as of the date presented; however, BBH cannot guarantee the accuracy of such content, assure its completeness, or warrant that such information will not be changed. The content contained herein is current as of the date of issuance and is subject to change without notice. The website’s content does not constitute investment advice and should not be used as the basis for any investment decision. There is no guarantee that any investment objectives, expectations, targets described in this website or the  performance or profitability of any investment will be achieved. You understand that investing in securities and other financial instruments involves risks that may affect the value of the securities and may result in losses, including the potential loss of the principal invested, and you assume and are able to bear all such risks.  In no event shall BBH or any other affiliated party be liable for any direct, incidental, special, consequential, indirect, lost profits, loss of business or data, or punitive damages arising out of your use of this website. By clicking accept, you confirm that you accept  to the above Important Information along with Terms and Conditions.

 
1BBH sponsors UCITS Funds registered in Luxembourg, in certain jurisdictions. For information on those funds, please see bbhluxembourgfunds.com



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