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Approach

Each endowment and foundation has a specific vision and need. Clients often look to execute outcome-oriented themes, ranging from inflation sensitivity, sustainability to disruptive technology.

With one of the broadest sets of investment capabilities across asset classes globally, we bring a wide array of niche and alternative capabilities for our endowments and foundations clients.

Investment Capabilities

We offer customized solutions such as:

Multi-Asset Strategies

e.g. outcome-oriented, smart beta, passive, tactical asset allocation and risk premia

Alternative Strategies

e.g. private debt, private equities, real assets, infrastructure, hedge fund-of-funds, liquid alternative strategies

Equity Strategies

e.g. global, regional, domestic and country-specific equity including those with Shariah and sustainable theme overlay across various investment styles

Fixed Income Strategies

e.g. global, regional, domestic, country-specific, multi-sector fixed income, Sukuk, and those with sustainable theme overlay

Risk Management Solutions

Manager Research

Strategic Asset Allocation

Portfolio Construction Consultancy

Some examples of niche investment solutions tailored for endowment and foundations are:

  • Most classes of alternative and private investments
  • Core and absolute return macro strategies
  • Inflation protection
  • Volatility overlays
  • Hedge fund-of-funds

Services

Beyond the investment mandate, we partner with our clients to offer services such as:

  • Education session
  • Knowledge transfer training
  • Consultation on strategic asset allocation
  • Risk analysis and monitoring
  • Access to our deep knowledge base of around 1,300 investment professionals located around the world

Contact Us to Learn About Our Investment Capabilities