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Foundations & Endowments

Client Centered

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 mitigating 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 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

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