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Investments

2024 Capital Market Assumptions

The 2024 edition of our 10-Year Capital Market Assumptions (CMAs) offers our projections for asset class returns, volatilities and correlations over the next decade. This yearly exercise helps in shaping the design of our investors’ long-term portfolios.

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Investments

2023 Year-End Fundraising Checklist

The approach of the end of the year means end-of-year tax planning, which for many includes finalizing annual charitable contributions. This presents an opportunity for nonprofits to engage donors and help them complete their gifts by December 31.

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Comprehensive Solutions


We integrate custody and reporting, sophisticated investment management, including discretionary outsourced chief investment officer (OCIO) services, and fiduciary and philanthropic best practices to help organizations meet today’s challenges and prepare for the future.

Investment Design & Management
We employ a disciplined process for portfolio construction and implementation designed to meet each client’s unique objectives.
Philanthropic Expertise
We share information and insights on trends and best practices around governance, risk management, policy development and advancement to help position non-profits for success.
Responsible Investing
We offer multiple approaches to help your organization align its values and financial goals.
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