Aligning Investment Strategy with Purpose for Foundations
Foundations face a unique challenge: the way most portfolios are constructed today often doesn’t match how funds are meant to be used. As Canada’s Outsourced Chief Investment Officer, we help foundations bridge the gap between investment strategy and real-world funding needs.
Your foundation’s strategy should be aligned with its long-term goals — not only a market index.
We work with you to ensure your investment plan is deliberately tied to funding obligations and sustainability, not relative benchmarks. Every recommendation is objective, conflict-free, and fiduciary-focused. You can count on reporting that gives your investment committee clear insights into real progress toward your goals.
A Structured, Goals-Driven Investment Process
Portfolio Design
We build portfolios tailored to your foundation’s funding needs and risk tolerance — spanning equities, fixed income, real assets, and alternatives.
Manager Selection
We rigorously evaluate and select investment managers to ensure each mandate is well suited to your goals and risk profile.
Governance
We partner closely with your investment committee and advisors to ensure reporting aligns with the governance expectations.
Ongoing Reviews
Regularly scheduled reviews keep portfolios aligned with your Investment Policy Statement and evolving foundation funding requirements.