Are you a fiduciary that oversees an endowment at a private or community foundation?

We have been partnering for over a decade with foundations like yours to help you navigate best practices on investment and governance policies and practices. Making the decision to participate in our next study, provides you with access to information on topics such as:

  • Returns and investment objectives
  • Asset allocation
  • Investment policies
  • Responsible investing practices
  • Gifts
  • Fund flows
  • Resources, management and governance

Learning what others are doing in the foundation space will help all foundations determine best practices. Sign up today to become part of the foundation study! Need more information? Contact us or visit our benchmark studies section of the website