Endowments / Foundations
Foundations and endowments need to balance long-term growth with performance volatility to avoid compromising short-term needs. Alpha understands these unique needs and we apply this knowledge to our work with foundations and endowments.
Alpha helps investment committees and trustees assess their assets/portfolios, cash flows, and spending needs. We balance current assets and performance against what the client hopes to accomplish - in both the near future and over time - and each client’s tolerance for risk. We then develop a detailed process to help each foundation or endowment meet their fiduciary responsibilities. When preparing this process, we evaluate key inputs, including an organization’s spending policy, asset allocation and investment manager structure.