Endowments & Foundations
Helping to make the world a better place
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.
Meet Margaret Chen
Margaret Chen, Global Head of Endowment & Foundation Practice
How We Serve Endowments & Foundations
Why a customized portfolio matters
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 customized portfolios that align with each client’s long-term investment objectives, risk tolerances, liquidity needs, and other enterprise considerations.
*As of December 31, 2023.
**Not indicative of client satisfaction. Average annual rate for five years ending December 31, 2023.
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Connect with the Endowments & Foundations Practice
Edwina Ho
Senior Business Development Director, Asia
Insights
Read our latest insights