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Case studies and industry research tailored for the non-profit community.

Reliable ground-breaking institutional investment research to increase your understanding

We provide quality information on assorted topics, including asset allocation strategies, investment policies, investment outsourcing, investment insights, regulatory updates, responsible investing, and more.


A few real-world results our non-profit clients have achieved through partnering with us.

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

A public university foundation has an endowment of over $100 million in assets. The endowment is intended to support the university in perpetuity through contributions to student scholarships, academic programs, and faculty projects. The Foundation staff and investment committee desired two major changes to the investment program. 1. Work with an OCIO provider to enhance investment solution and free up staff resources. 2. Shift 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 had over 300 separate funds, which translated into a variety of differing spending timelines, investment-style preferences and liquidity needs among donors. The organization wanted to provide donors with the opportunity to direct how their funds were invested. In addition, the foundation wanted to alleviate the administrative burden placed on its staff members overseeing the funds, freeing up more time for them to focus on activities core to the organization's mission. See how we helped the organization better serve the needs of their community.

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

A membership based non-profit association that provides voluntary professional services to a 400,000 strong member base. The association 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 them better manage their investment program across the multiple sub-accounts as well as reduce their administrative burden so their 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.

Case studies are problem-solving stories. We select a situation that is indicative of problems clients in this category are facing. The recommendations described do not represent a standard strategy or set of recommendations made for all advisory clients with similar issues. Each client has unique requirements, challenges, and constraints, and our advisory solutions are tailored to each client’s specific needs.

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Lisa Schneider

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Lisa Schneider, CFA

Managing Director,
Head of Client Solutions

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