Strategic research and insights for
non-profits

University foundation cut carbon exposure in its portfolio by 50%, boosted green energy holdings, and aligned return goals with sustainable investing strategies

A public university foundation with a $100 million endowment is looking to improve its investment program by working with an OCIO provider to enhance investment solutions and free up staff resources. They also plan to shift the investment portfolio towards responsible investing goals without sacrificing financial returns.

Community foundation is better serving the needs of their community after optimizing donor funding, gift processing, and gaining administrative task support

The donor-funded foundation with over 300 separate funds needed a way to allow donors to direct their investments and alleviate the administrative burden on staff. Learn how we helped them better serve their community.

Non-profit with multiple sub-accounts seeks customized administrative solution

This non-profit association provides voluntary professional services to a 400,000-strong member base. It has over 35 investment sub-accounts, each with its own account setup, asset allocation, reporting, and monitoring requirements. The association was keen to work with an investment provider who could help it better manage its investment program across the multiple sub-accounts and reduce its administrative burden so its staff could focus on mission-driven activities.

Foundation aligned investment program with mission and reduced costs through ESG beta completion portfolio

A donor-funded foundation managing over $4 billion teamed up with Russell Investments to help better meet its investment objectives through a three-pronged solution. This approach helped the foundation address the multiple challenges it was facing.

Best practices

• An attorney’s view: Key issues for non-profit hospitals and healthcare systems, educational institutions, and other non-profits to be aware of in 2024
• Investment policy statement: Elements of a clearly defined IPS for non-profits
• Understanding the impact of the spending policy
• 4 key issues to consider in a challenging environment
• Looking backwards and forwards: Reaching objectives for non-profits

Investing insights

• What's your strategy if a recession strikes?
• Liquidity considerations summary for non-profit investors | Executive summary
• Should inflation risk management be your goal?
• What role can private markets play in a total portfolio strategy?
• Why non-profits should consider private credit

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