Conflict-free investment advisory and fiduciary services delivered by experienced advisors for your organization.
Endowments & Foundations
How we can help.
Investment, fiduciary, and risk management services for foundations and endowments.
The need for philanthropic resources is highest during periods of market stress, so nonprofits need a partner with deep expertise, access to market intelligence, and aligned interests to help them overcome their investment, spending, governance, and fundraising challenges.
CAPTRUST’s significant client base and understanding of trustee-directed asset pools, local client service, and centralized resources mean that CAPTRUST is uniquely positioned to help nonprofits accomplish their goals.
Diversification of an investment portfolio across a variety of investment types with different risk and return characteristics.
Committee Development & Education
Assistance with the implementation of best practices for endowment investment committee composition and ongoing governance.
Discretionary Investment Management
Management of client investment portfolio assets based upon stated guidelines, goals, and objectives.
Portfolio reporting and capital markets perspective intended to help drive donor confidence and engagement.
Alignment of portfolio investments with an investor’s ethical considerations or values.
Periodic assessment of the competitiveness or appropriateness of fees charged by investment managers.
Investment and Spending Policy Development
Assistance with the documentation of policies governing portfolio risk, investment selection, ongoing portfolio monitoring, and distributions.
Manager Search & Selection
Identification of investment managers fitting a particular profile for inclusion in a retirement plan’s investment menu or endowment’s investment strategy.
Nondiscretionary Investment Advice
Portfolio recommendations and changes implemented in collaboration with an investment committee.
Performance Reporting & Monitoring
Quarterly assessment of investment manager or portfolio returns and risk relative to peer groups and indexes.
Process oversight and assistance with identifying and selecting a trustee or custodian for endowment investment assets.