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Value-Added Endowment and Foundation AdviceEllwood advises endowments and foundations. We serve a large and growing number of endowment, foundation, and non-profit clients. From working with diverse clients, our consultants understand the unique structure of these investment programs.Balancing objectives to meet your goalsWe focus on balancing the objectives of meeting spending needs and generating capital appreciation. Our approach considers:
Using models to determine asset allocationOur asset allocation modeling helps you evaluate these factors through the Ellwood Asset Allocation Dashboard. This includes expected returns and multiple forms of risk. Our analysis evaluates the probability each considered asset allocation has of meeting the investment objective.The asset allocation modeling also factors non-investment related variables that directly affect an endowment or foundation’s portfolio, including:
Considering new opportunitiesEllwood brings new investment topics to our investors as we learn about them. We typically provide an educational component to support these recommendations so that all investors can make informed decisions.All of your requests for research on investment topics are welcome and quickly assessed. Our goal is to find appropriate opportunities that meet your investment objective and your institutional ideals.Want general information about Ellwood services? Contact us.