EnnisKnupp works with more than 50 endowment, foundation, and not-for-profit clients on an ongoing basis. These organizations represent over one-third of our total client base.
Over the years, we have developed a deep understanding of such entities and have created solutions specific to their unique needs.
For example, we have developed an Endowment Spending Model to assist endowed entities. This tool is integrated into our asset allocation models to help them determine an appropriate asset allocation strategy based upon the spending level that their endowment is expected to support. Many of our clients use this tool to set their spending policies.
In addition, we have provided these clients with a wide range of services including:
- Investment policy planning and structure
- Manager selection
- Performance evaluation
- Strategic planning
