Crest

Institutions

Carleon seeks to bring the large endowment approach to a broad range of institutions.

Large endowments were among the first to look beyond traditional asset classes and adopt a more flexible approach that contributed to superior returns. Carleon seeks to bring the large endowment approach to a broad range of institutions, including:

  • Long-term investment horizon
  • Flexibility
  • Access to top external investment managers
  • Sophisticated investment techniques
  • Skilled investment professionals and powerful network

For smaller foundations and endowments, we serve as an outsourced CIO, providing a professional investment team who liaises with the Board/Investment Committee to:

  • Develop a transition plan (including asset allocation, portfolio construction and manager recommendations)
  • Oversee legacy assets which you may wish to retain
  • Transition the balance of the portfolio.

Once the transition has been effected, we attend Board/Investment Committee meetings and provide detailed ongoing updates.