Foundations & Endowments
As a boutique Financial Services firm, Ingenieux aims to be your provider of choice for Foundations and Endowment requirements. Foundations and Endowments are funds through which donors can provide permanent funding to universities, charities, R&D activities and philanthropies. These vehicles are relevant for family offices, long term investors, corporations and other holders of reserve funds.
Our Foundation and Endowment solutions focus on:
- Liquidity management.
- Fundraising support services.
- Asset allocation.
- Portfolio construction.
- Investment styles
- Performance measurement and reporting.
- Sustainable spending.
As a result foundations can overcome the challenge of meeting the annual spending requirements, prevent shrinkage of their asset base and liquidation.
By creating an integrated investment team that comprises of our client, consultant, and investment manager, we are able to provide a turn key solution to foundations and endowments
Whether you require a foundation to be set-up, or are a charitable institutions, we are able to provide a range of services that can stand alone, or support our suite of services.