Schools with smaller endowments tend to invest very differently than schools with large endowments – and leave potential return on the table as a result. This puts them at risk of compromising their long-term mission if their endowment cannot provide the necessary resources to sustain the organization. Our HC Insights piece explores the reasons smaller endowments sub-optimize their investment portfolios, which is largely related to their perception of risk, and how they can improve results by aligning their portfolio with their school’s holistic risk profile.

If you would like to learn more about our work with non-profit and school endowments, we encourage you to Contact Us.