Amidst market expectations for weaker growth, higher inflation and more volatile markets, traditionally allocated portfolios are unlikely to adequately support the ability of Foundations and Endowments to fund your spending targets going forward. To achieve this, strategic investments in alternative investments are going to be crucial to support your ability to further your mission.
• Capitalize on opportunities in private credit to generate consistent income necessary to fund operations, programs and services
• Extend your investment universe to help insulate your portfolio from rising interest rates and preserve the real value of distributions
• Seek opportunities to grow your capital base to enhance future return potential critical to supporting organizational growth
Uncover strategies for enhancing your organization’s financial ability to achieve its mission and grow its impact.