In order to keep doing good and create meaningful change, you need an investment process built to last. Proper management of your endowment begins with our team working to gain a deep understanding of how you hope your organization can make an impact on the world. Because once we know the causes that move you, we can create the strategy and tools that turn your endowment into a source of strength that empowers you to deliver on your mission.
Our partnership is built on close collaboration with your senior leadership. These intimate ties help us understand your values and the goals of your organization. From there we’ll work with you to establish an Investment Policy Statement (IPS) that guides our investment strategy and enables us to identify the global investment opportunities that align with your organizational and endowment objectives.
Winthrop becomes an extension of your team, serving as an instrumental partner in enhancing your ability to do good. We stay closely engaged with your financial officers to understand your priorities—for today and the future—and the causes that will help move your organization’s shared vision forward.
Our deep experience as endowment managers means we understand that the goals of an organization can evolve over time. Through our reporting technology, we’re able to thoughtfully examine your investment performance and offer recommendations that support any changes to short- and long-term goals. Our commitment to communication, transparency, and the sustainability of your mission helps ensure we’re implementing and executing on strategies that can translate to meaningful real-world impact.
