| Consulting Services for Endowments
and Foundations |
Hewitt Investment Group offers the capabilities to service all
of your endowment and foundation consulting needs. Our services
include…
Our Endowments and Foundations team will work with your Committee
to assess the unique characteristics of the endowment/foundation
with respect to the investment portfolio, cash flows, and spending
needs. Once we have gained a better understanding of your current
situation, we will develop a step-by-step process to help your Committee
evaluate the investment program. We will address key issues such
as:
Spending Policy: What is the appropriate spending
policy? How does the Committee balance the current needs of the
endowment/foundation with the long-term objective of increasing
the real value of the investment program's assets?
Asset Allocation: To achieve the spending objectives
without depleting the real value of the endowment/foundation, what
is an appropriate asset allocation? What is an efficient mix between
various asset classes?
Investment Manager Structure: What is the optimal
number of managers to implement the asset allocation policy? What
proportion of the assets should be passively managed?
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