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60+
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Years building partnerships with nonprofits
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United States, Intermediary
Change
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750 +
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Nonprofit clients globally
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USD 40 B+
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Nonprofit assets entrusted to us
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As of 30 June 2024.
Whatever comes next, you need a game plan
Whatever challenges may lie ahead, we think nonprofits should be prepared to seek to capitalize on market dislocations and opportunities.
As one of the world’s largest active managers of nonprofit assets, we believe our greatest value comes from being able to partner and evolve with our clients across all types of market environments. We believe that a focus on outcomes, not categories – including deviating from conventional investment thinking – can help your organization prioritize what matters.
We’d love to connect, learn about your vision, and help solve your investment challenges
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Insights Posts
Concentrated markets: Implications for active management, manager research, and multi-manager capital allocation
Members of our Fundamental Factor Team share research insights on the portfolio impact of benchmark concentration and highlight tools that may help, including extension strategies, passive-share analysis, and index-completion approaches.
18
min
Article
2025-12-31
A guide to investing in the age of anxiety
There's a long list of issues worrying asset owners, from geopolitical risk to high valuations. To help, Head of Multi-Asset Strategy Adam Berger offers coping tips for an uncomfortable investment backdrop and a world where investing rules of thumb may be broken.
15
min
Article
2025-12-01
Going their separate ways: Capitalizing on bond divergence
Our fixed income experts discuss how to position portfolios for a world of uncertainty and divergence, exploring key themes and evolving bond opportunities for 2025.
7
min
Article
2025-12-31
Trump 2.0: Time to curb your enthusiasm?
How does an allocator navigate markets when so much about the policy landscape is unknown? Our Investment Strategy & Solutions Group offers their views on the new political realities in the US and their global implications, including for equities, bonds, and commodities.
12
min
Article
2025-12-31
Bond Market Outlook
Our fixed income experts assess how to capitalize on market volatility with a flexible and dynamic approach that leverages diverse high-yielding opportunities and manages risks carefully.
2025-12-31
URL References
Related Insights
- Director of E&F Strategies
Contact us
Find out how we can help your nonprofit, endowment, or foundation preserve and seek to grow its assets.
Equity Market Outlook
In our Equity Market Outlook, we offer a range of fundamental, factor, and sector insights.
By
Andrew Heiskell
Nicolas Wylenzek