Investment Needs for Foundations and Endowments
Fundraising is critical to meeting your spending objectives. Yet the needs are nearly endless, and contribution rates are difficult to predict as the economy changes. Savvy asset management can greatly stretch your organization’s spending capacity and smooth out the gaps in fund raising.
| How do we… | Bellwether can… |
|---|---|
| Enhance spending capacity by achieving maximum total return? | Review investment policy to improve portfolio efficiency; conduct a thorough review of managers during the selection process and on an ongoing basis. |
| Prevent and/or manage future resource shortages due to market volatility? | Use mean-variance and mean-semivariance analysis to project volatility and maximum probable loss consistent with desired returns; monitor manager risk characteristics; not just returns. |
| Achieve our investment objectives at the lowest possible cost? | Benchmark manager expenses; incorporate fee analysis into strategy formulation and manager selection; do the work; so your team can stay focused on making decisions. |
| Communicate effectively with our Board; key contributors; and other stakeholders while resolving different points of view? | Develop clear written policy and mandates; putting all parties on the same page; distill volumes of detail into reports appropriate for the audience; facilitate meetings; challenge senior leaders with grace; provide clear and unambiguous recommendations. |
| Stay on top of the market? | Provide insightful market updates; conduct focused research to address any special issue; provide real opinions; not generic rules of thumb. |
Click these links for more general information about our services: