Research & resources for non-profits

Our clients rely on us for ground-breaking institutional investment research—most of which we make available for the entire non-profit community.


This is the first step to running a solid non-profit's investment program. It's not about running the funds, but seeing that it's done properly. 

View our Governance research

Investment insights

Investment strategies and insights from asset class and manager selection to portfolio structure. Deciding what's best for your non-profit organization takes thought. 

View the Investment insights research

Asset allocation strategy

Meeting your non-profit's return targets can be a challenge. Learn more about the key components necessary to create a sound investment management strategy.

View our research on non-profit asset allocation strategy

Non-profit related blog posts

A big question for non-profits in 2017: where will the investment returns come from?

In response to a challenging return outlook, non-profit organizations continue to look for other sources of return and a multi-asset approach.

See more non-profit related blog posts »

Site preferences
  • All audiences

    Access to all audience website content, no preference.

    For retirement plan sponsors, consultants and non-profit representatives looking to reduce risk, enhance returns and control costs.

    For financial advisers and other intermediaries looking for factsheets, KIIDS and detailed information on our single funds, multi-asset growth range and model portfolios.

    For individuals guided by an advisor’s personalized advice.

  • United States
  • Contact us
  • Login


    Decades of institutional leadership drive every custom client solution we deliver.



    We're here to help you deliver value to your clients with tools and resources for our network of financial professionals.