For Endowments, Foundations, & Family Offices
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- Benefits
- For Endowments, Foundations, & Family Offices
- Endowment Index®-based allocation:
- Endowment Index at core can improve liquidity without significant loss in performance
- Replace under-performing active managers with lower cost, Endowment Index-based allocation
- Endowment Index-based allocation can be used to manage liquidity portion of portfolio to better match overall portfolio and limit performance drag
- Outsourced CIO model can reduce costs
- Unique and differentiated models
- Allow use of the Core-Satellite portfolio construction methodology to lower overall costs while maintaining better risk-adjusted returns
- Using our models at the core, helps reduce money manager fees