Our Approach
We partner with endowments, foundations and other nonprofits to assist in achieving investment and fiduciary responsibilities.
Investment Management
- Advice on strategy, asset allocation and third-party manager research supported by Baird's experts in equity and fixed income research, portfolio construction, asset manager research and more,
- Provide risk management focused on avoiding permanent loss of capital based on diversification in geographies, asset classes, sectors, private equity and real estate.
- Liquidity oversight to avoid forced selling due to unexpected expenses or market downturns.
- Assistance in developing and monitoring an investment policy statement and spending policy that addresses the priorities of Board Members, Donors and Stakeholders.
Personal Service
- Customized and comprehensive reporting providing easy to understand reports to assist in identifying in any issues or opportunities.
- In-person meetings based on client needs.
- Online access to fund performance and reporting.
- Ad hoc items such as sustainable investing, donor engagement, impactful giving and Board education.
