Endowments and Foundations Stats
Quote from James Walsh
Endowments & Foundations pride themselves on being at the forefront of flexibility and change,
we work in unison to help clients achieve their mission and address the competitive challenges they face.
James Walsh, Head of Portfolio Group & Partner
How Albourne can Help
How Albourne Can Help – Common Issues & Our Solutions
Albourne’s multi-dimensional solution can address your specific needs through direct access to Analysts, a dedicated client team and extensive online resources. Albourne’s breadth and depth covers the investment process; from research and advisory solutions to incorporating ESG considerations into an investment process, to risk analysis, to implementation solutions - such as back office, middle office and fee reconciliation.
Lean
StaffingTransparent and opinionated Investment Due Diligence, disciplined and consistent Operational Due Diligence, plus sophisticated and customized Quantitative Due Diligence are delivered by some of the largest teams in alternatives. A dedicated client team adds intellectual and logistical support.
Sustainable
InvestingSustainable Investing is viewed at industry, portfolio and fund levels, supporting a wide range of client approaches.
Liquidity
RequirementsIn addition to an advanced Cash Flow Model and Liquidity Calendar, Albourne’s proprietary Asset Allocation Model (5A) allows us to consider the implications of different asset allocations on not only return and risk, but also on payout risk, rebalancing risk and long-term returns.
Headline
RiskThoughtful Investment Due Diligence, detailed Operational Due Diligence, intelligent Quantitative Due Diligence, active portfolio advice and daily monitoring can help clients manage headline risk.
D&I
ConsiderationsAlbourne launched a publicly available Diversity & Inclusion Questionnaire in 2020 with AIMA. Our efforts to provide transparency and standardization continue with a team focused on D&I.
Many Manager
RelationshipsFor portfolios with many line items, Albourne offers a range of Operational Due Diligence monitoring solutions, while our robust screening tools can help E&Fs triage fund meeting requests and referrals.
Complex IT Platforms
The Castle, Albourne’s secure interactive client website, simplifies monitoring and reporting, bringing fund and portfolio analysis together in one place. Clients are supported by Albourne’s large and experienced IT team, Fintech tools and analytics.
Complicated
PortfoliosAlbourne’s proprietary online tools have been built based on years of experience. Having advised on portfolios since 1994, these tools have been designed to manage the complexity and idiosyncratic nature of alternative investments.
Private Markets (“PM”)
Data ManagementThe collective power of MoatSpace (a manager portal), a dedicated Private Markets Quantitative Due Diligence Team and proprietary tools can help enable clients to stay on top of PM data.
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[1] This is a conservative aggregation of the estimated investments in
alternatives (where known) of Albourne Group clients worldwide, using public sources where
possible.
