The Council would like to thank all of our Partners for their generous support of the 2019 Endowments & Finance Summit.
If you would like to learn more about becoming a summit Partner, contact Tara Cox.
The TIAA Institute helps advance the ways individuals and institutions plan for financial security and organizational effectiveness. The Institute conducts and supports in-depth research, provides access to a network of thought leaders, and enables those it serves to anticipate trends, plan future strategies, and maximize opportunities for success. To learn more, visit www.tiaainstitute.org.
Bank of America
Bank of America has been a leading investment advisor to endowments and foundations for over 160 years. Our dedicated team of more than 200 professionals located throughout the country supports your mission with a comprehensive suite of fiduciary services including:
- Investment management
- Strategic consulting
- Administrative support
- Management of nonfinancial assets
Brown Advisory is a private global investment and strategic advisory firm serving purpose-driven organizations. We are dedicated to delivering first-class investment performance, creative and thoughtful strategic advice, and the highest level of service.
Fund Evaluation Group, LLC
Fund Evaluation Group, LLC (FEG) is an independent, employee-owned advisory firm that provides investment consulting and OCIO solutions – including alternative and responsive investing strategies – to endowments and foundations. With over 30-years of stability and growth, FEG has approximately $60 billion in total client assets under advisement.
As of December 31,2018. Assets under Advisement (AUA) include discretionary and non-discretionary assets of FEG and its affiliated entities. These assets are typically non-discretionary. Some asset values may not be readily available at the most recent quarter-end; therefore, the previous quarter's values were used for this calculation. The values may be higher or lower, depending on the current market conditions. Of the $60.1bn in AUA, FEG's total assets under management (AUM) are $6.3bn, which includes discretionary ($4.9bn) and non-discretionary AUM ($1.4bn).
Mason Investment Advisory Services, Inc.
Mason provides investment consulting services to over 80 foundations, endowments and other institutional clients nationwide. Mason's institutional investment consulting service includes both discretionary Outsourced Chief Investment Officer Services (OCIO) and non-discretionary consulting. Mason provides investment policy creation/revision, asset allocation design, investment manager searches, performance reporting, data aggregation, committee education and donor development services. For more information, please visit www.masoncompanies.com.
Foundation & Institutional Advisors, Northern Trust’s national practice, serves foundations, endowments and other nonprofit institutional investors as either a dedicated investment advisor or as a fully outsourced chief investment officer. The practice is consultative and advice-driven, providing holistic solutions that combine sophisticated advisory expertise with a spectrum of value-added services.
Russell Investments’ outsourced CIO solution provides non-profit fiduciaries with strategic advice and dynamic portfolio management designed to help you effectively and efficiently fund your mission. We couple this investment expertise with a robust administrative support platform to lift the paperwork burden from our clients. We have been providing these services for over 35 years and are committed to helping our clients achieve their goals. Learn more at www.russellinvestments.com/nonprofits.
Doris Duke Charitable Foundation
Moss Adams LLP