The Divestment Question: Focus on Governance
Tracy Filosa, Margaret Chen
Endowments & Foundations
We’ve worked with endowments and foundations for 50+ years, and we’re proud to be associated with so many institutions that are making the world a better place.
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We understand the investment challenges non-profit investors face. We also believe every institution is different. That’s why our investment teams work to understand each client’s needs. We build customised portfolios that align with each client’s long-term investment objectives, risk tolerances, liquidity needs, and other enterprise considerations.
*Not indicative of client satisfaction. Average annual rate for five years ending 31 December 2023.
**As of 31 December 2023.
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Director, Endowment & Foundation Practice
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