Operose works to structure endowment and foundation portfolios to achieve return objectives and meet each organization’s spending goals. Our hands on approach to customizing investment programs balances the use of traditional and alternative investments while factoring in the demands of an institution’s spending policy, cash flow needs, and operating budget. We provide customized portfolio plans that include the following:

  • Investment Policy Development (IPS)
  • Asset allocation study and recommendation
  • Manager search
  • Fee negotiation
  • Ongoing reporting and monitoring
  • Peer group data