Endowments & Foundations
Helping to make the world a better place
We’ve worked with endowments and foundations for 50 years, and we’re proud to be associated with so many institutions that are making the world a better place.
Meet Margaret Chen
How We Serve Endowments & Foundations
Why a customized portfolio matters
We understand the investment challenges non-profit investors face. We also believe every institution is different. That’s why our investment teams work to understand each client’s needs. We build customized portfolios that align with each client’s long-term investment objectives, risk tolerances, liquidity needs, and other enterprise considerations.
*As of June 30, 2023.
**Not indicative of client satisfaction. Average annual rate for five years ending June 30, 2023.
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Edwina Ho
Senior Business Development Director, APAC
Insights
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