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A small foundation had the same goal as most foundations: to maximize long-term spending potential through asset growth. An undefined investment policy, inefficient portfolio characteristics and inadequate reporting stood in its way. The client turned to us to find a solution.
In response, our Endowments and Foundations practice area delivered a custom solution through our Outsourced Chief Investment Officer (OCIO) offering. Once implemented, this solution led to several favorable results that better positioned the foundation to meet its goal.