Foundations & Endowments Our Approach We partner with endowments, foundations and other nonprofits to assist in achieving investment and fiduciary responsibilities. Investment ManagementAdvice 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 ServiceCustomized 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. Learn How We Can Help Name Email Phone Question Thank you! Oops!