John Keshner, Managing Director and Practice Lead, Multi-Manager Solutions
Risk management for endowed charitable entities, with longer investment horizons, focuses on key components or “pillars” that reflect the unique purpose of these organizations. These components include establishing an asset allocation and monitoring results through a custom lens, aligning investment policy and distribution policy, managing exposure to illiquid asset classes, managing volatility and, importantly maintaining the appropriate governance and structure to align with the organization’s broader objectives.
Our team will address methods to answer common questions raised by board members:
Are we meeting our absolute return goals?
Are we managing risk?
Are we generating fair returns on the risks we are taking?
Join us for a discussion of the unique risk management issues faced by endowments and foundations.