Endowments & Foundations

We have worked with endowments and foundations for more than 40 years, and we’re proud to be associated with so many institutions that are making the world a better place.

We understand the investment challenges non-profit investors face. We also believe that every institution is different. That’s why our investment teams work to understand each client’s needs and to build a customized portfolio, aligning the portfolio with each client’s long-term investment objectives, risk tolerances, liquidity needs, and other enterprise considerations.

We have experienced investors operating in key financial hubs around the world to source and evaluate opportunities — including many types of alternative assets — with the goal of delivering the best investment ideas to our clients. We also leverage our market presence and scale to negotiate favorable terms and fees with managers, often creating a net reduction in overall fees paid. To increase alignment with our clients, we do not offer our own proprietary off-the-shelf investment products or accept payments by managers for recommending their products.

Services We Offer

Outsourced CIO

For Investment Committees who want to delegate day-to-day portfolio management decisions, our discretionary outsourced CIO (OCIO) model seeks to replicate the best practices of leading in-house investment offices. We are responsible for portfolio strategy, implementation, day-to-day management, and operations, allowing the committee to focus its time on investment policy, spending, and other tasks where members can have the highest impact as fiduciaries. Our OCIO clients are served by CA Capital Management.

Non-Discretionary Portfolio Management

For organizations with Investment Committees who want to retain final decision-making on all investment decisions, our investment teams will provide proactive and decisive recommendations on asset allocation, portfolio structure, and manager selection — all subject to approval by the Committee.  Investment teams include expertise on all relevant asset classes.

Staff Extension

For organizations with significant investment staff, we design a coverage structure to augment their in-house staff, bringing our expertise and manager relationships across asset classes or in specific asset classes only.

Asset Class Mandates

For organizations that want to leverage our expertise in a single asset class — including private investments, hedge funds, real assets, private credit, or co-investing — we develop a program within a specific asset class either on a discretionary or non-discretionary basis that meets their investment objectives.

Contact Us

Rob Rodgers
CA Capital Mgmt. (OCIO)
+1 (617) 457 7532
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