Institutional Advisory
Institutional discipline, independent counsel.
Advisory, portfolio construction and capital markets services for foundations, endowments, investment companies and other institutions.
Who we serve
Stewards of capital that outlives its stewards.
Institutions carry obligations that stretch far beyond any individual: a foundation's mission, an endowment's beneficiaries, a scheme's members. Their capital must be managed with a corresponding seriousness and a corresponding horizon.
We act as an independent partner to such institutions, providing the investment counsel, governance support and market access they require, without the conflicts that a product manufacturer inevitably carries.
Capabilities
How we support institutions.
Investment advisory
Strategic asset allocation, manager selection and portfolio construction aligned to your investment policy statement.
Governance & oversight
Support for investment committees, policy design, monitoring frameworks and independent reporting.
Capital markets
Execution, structuring and access across public and private markets, sourced on the open market.
Risk & liquidity
Liability-aware construction, scenario analysis and liquidity planning for obligations as they fall due.
In practice
As a foundation, we needed an adviser whose only interest was our mission. That is exactly what we found, and our committee finally spends its time on decisions rather than sales.
Who we serve
Institutions we advise.
Questions
What clients ask us first.
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Related capabilities.
For institutions
Discuss a mandate with our team.
Speak with us about the counsel and access your institution requires.