Endowments and Foundations must strike the crucial balance between providing an adequate, reliable cash flow and planning for long-term performance to support future endeavors.  PRW seeks to build investment plans in concert with leadership to link spending policy and longer term goals in a way that best meets the needs of all constituents.

We help institutions address the many aspects of prudent investing, which include asset allocation, manager selection, risk management, reporting, and spending policy.  Our focus has traditionally been on plans ranging in size from $5 million to $50 million.  Utilizing institutional partners and our own in house expertise, we are able to bring best practices to this under-served market.

Each client creates a customized, well-defined investment policy statement which lays out the following:

  • Investor circumstances
  • Objectives
  • Time horizon
  • Risk tolerance
  • Asset allocation
  • Portfolio return expectations and volatility
  • Investment monitoring and control procedures
  • Duties and responsibilities

Please contact us for further information on how we can help in this area.

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