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.

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

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.



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.

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?

Our Latest Insights

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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