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Institutional Investors

Foundation and Endowment

Achieving The Endowment's Objectives

The primary goal of any endowment is survival - survival not only of the corpus (principal), but of the spending power of the fund. Accomplishing this task requires coupling the benefits of asset allocation with an acceptable spending policy.

For the investment committee, the adoption of specific investment policies enables the focus to remain long term, particularly in challenging environments, when balancing the need for current funding with the duty to maintain the integrity of the corpus becomes an unenviable challenge.

The primary duties of the investment committee include overseeing the level of fund expenditures and the investment of fund assets; therefore, it is both reasonable and necessary to maintain an endowment policy which provides consistency between the desired level of spending and the expected gains generated by the fund’s investment program.

Addressing these key concepts independent of one another substantially increases the likelihood that the investment strategy will be inconsistent with the return requirements of the endowment, thus creating a shortfall for future generations.