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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.

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Asset Allocation

Diversification of an investment portfolio across a variety of investment types with different risk and return characteristics.

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Committee Development & Education

Assistance with the implementation of best practices for endowment investment committee composition and ongoing governance.

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Discretionary Investment Management

Management of client investment portfolio assets based upon stated guidelines, goals, and objectives.

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Donor Development

Portfolio reporting and capital markets perspective intended to help drive donor confidence and engagement.

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ESG Investing

Alignment of portfolio investments with an investor’s ethical considerations or values.

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Fee Benchmarking

Periodic assessment of the competitiveness or appropriateness of fees charged by investment managers.

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Investment and Spending Policy Development

Assistance with the documentation of policies governing portfolio risk, investment selection, ongoing portfolio monitoring, and distributions.

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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.

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Nondiscretionary Investment Advice

Portfolio recommendations and changes implemented in collaboration with an investment committee.

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Performance Reporting & Monitoring

Quarterly assessment of investment manager or portfolio returns and risk relative to peer groups and indexes.

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Trustee/Custodian Search

Process oversight and assistance with identifying and selecting a trustee or custodian for endowment investment assets.