0333 11 11 222 About us Careers Subscribe Contact LOGIN People Services Insight Events Search Investment advisory to endowments and foundations Working with you to deliver your investment aims, now and in the long-term Home Services Investment advisory to endowments and foundations With a truly long-term investment horizon and limited liquidity needs, endowments and foundations can take advantage of their unique position in the investment arena. They balance their investment objectives and risk appetite between a desire to generate cash flow for grants, grow their investment portfolio and a responsibility of preserving their capital to enable them to deliver on their mission over the longer term. Generating a regular income or cash flow is essential for endowments and foundations in order to be able to pay grants to the projects they finance without interruption. Therefore, the expected return and risk of the investment portfolio should be well calibrated to ensure stability and continuity. The return objective will mostly be expressed as a certain percentage above inflation as the capital needs to be at least preserved in real terms to ensure long term delivery to the mission of the organisation. Given their long-term nature and less regulated environment, endowments and foundations have much more freedom in the way they invest compared to other asset owners. They can accept to invest larger portions in illiquid assets, private markets and new types or niche asset classes in order to capture risk premia not always accessible to other investors. We assist boards, investment committees, Chief Investment Officers and in-house investment teams with a variety of services, from clarifying objectives and investment beliefs, to defining asset allocation and strategy, and selecting the right managers and monitoring them. By working in partnership with our clients, we deliver a clear, long-term, bespoke and integrated investment service that allows you to make decisions in an informed and timely manner. Our dedicated team has a long track record in advising endowment and foundations with their investment arrangements in the UK, Europe and the Middle East. Find out more Please contact Michel Meert, Principal and Senior Investment Consultant, if you would like further information. EMAIL MICHEL Contact us If there is anything you do not understand, or for further information, please call on 0333 11 11 222 or email us. Helping to deliver your investment aims Our expert, independent service can guide you in everything from governance to strategy, portfolio construction and manager selection, and considerations around responsible, sustainable investing. FIND OUT MORE Related knowledge and resources Key contacts David Clare Partner Michel Meert Head of Investment Advisory to Family offices, Endowments and Foundations Rod Goodyer Partner and Interim Head of Investment Consulting Move Left Move Right VIEW ALL Blogs Growing returns: investing in agriculture Is now a good time to invest in agriculture? We feel that agriculture is an asset class that can provide an attractive and dive… Impact investing using ESG risk to create opportunity Investors are more aware of the risks to financial returns that come from ESG issues, but do they know enough about the impact … Decoding net zero With the net zero movement mounting and companies going carbon neutral, we take a closer look at what this really means. VIEW ALL FURTHER READING Accessibility Annual report and accounts Diversity and inclusion Gender pay gap analysis Glossary ISO Legal notices Slavery and human trafficking Privacy policy Sitemap Subject access request SIGN UP FOR EMAIL UPDATES Stay ahead with our latest comment, expert insight and event notifications SIGN UP NOW MANAGE YOUR PREFERENCES SOCIAL Copyright © Barnett Waddingham 2021 LinkedIn Twitter Facebook Email We value your privacy Barnett Waddingham use cookies to give you the best experience on our website. If you continue, you will be providing your consent use of these cookies. To view the categories of cookies on this site, and to set your cookie preferences, please click on the ‘Review settings’ button below. ACCEPT ALL COOKIES Review settings