Endowments & Foundations
Universities
and Colleges
Nonprofit
Organizations
Our Approach
Expertise in Endowment-Style Investing
At SCWA, we offer sophisticated long-term investment strategies tailored to the distinct missions and financial objectives of endowments and foundations. Our approach emphasizes the integration of alternative investments—including private equity, private credit, real assets, and hedge funds—into enhance diversification.
Risk Management & Asset Allocation Strategies
We develop tailored asset allocation strategies for each organization, integrating a passive, low-cost approach for traditional investments while being selective when choosing alternative assets. This combination fosters a well-diversified portfolio aligned with the organization’s risk tolerance, liquidity needs, and long-term objectives.
Transparent Reporting & Performance Monitoring
Our firm delivers regular, comprehensive performance reviews that provide valuable insights into investment returns, risk exposure, and alignment with the endowment’s strategic objectives. We empower informed decision-making and foster a deeper understanding of the portfolio’s progress, ultimately enhancing the stewardship of the endowment’s resources.
Did you know?
Over 42% of Endowments & Foundations have no allocation to private markets
Mercer, 2023 Global Endowment and Foundation Survey
Contact Us
Schedule an Introductory Meeting with Us!