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FOUNDATIONS AND ENDOWMENTS

PI�Resource's expertise supports the wide-ranging needs of endowments and foundations. We are your partner from initiation to implementation. Please Contact Us regarding our services below or any other advisory needs.


INVESTMENT AND SPENDING POLICY STUDIES
MANAGER EVALUATION AND SELECTION
RETURN ENHANCEMENT
RISK CONTROL
TOTAL ENTERPRISE RISK MANAGEMENT






INVESTMENT AND SPENDING POLICY STUDIES
PI�Resource can assist your foundation or endowment in evaluating your current investment and spending policies in a coordinated fashion. We can provide recommendations for alternative joint policies that may be more appropriate to the endowment / foundations objectives and risk tolerance. We implement the same multi-scenario Monte Carlo modeling techniques used to in asset / liability studies of institutional defined benefit pension plans.

MANAGER EVALUATION AND SELECTION
PI�Resource can evaluate your current investment manager lineup, compare manager alpha and tracking error to appropriate benchmarks, and assist in the managers' potential retention or termination and replacement.

RETURN ENHANCEMENT
PI�Resource can apply risk budgeting techniques onto its Monte Carlo methodology to evaluate traditional issues such as active (versus passive) management, as well as emerging strategies such as alpha transport.

RISK CONTROL
PI�Resource specializes in the modeling and evaluation of risk-hedging measures. We can readily integrate strategies such as futures, interest rate swaps and swaptions, equity floors and collars into our analyses.

TOTAL ENTERPRISE RISK MANAGEMENT
The Endowment / Foundation CFO manages the financial well-being of the total enterprise, paying close attention to volatility reflected in the financial statements. However, a significant portion of this uncertainty may come from investment funds other than the endowment or foundation itself, such as pension funds, operating funds, capital expenditure and other investment pools. PI�Resource can assist the CFO in understanding and managing total investment and financing risk based on your critical metrics. We implement our proprietary 360�Total Enterprise Risk Management (360�TERMTM), a unique, comprehensive financial risk approach that models all relevant investment pools simultaneously.