With more than 30 years' experience, Evaluation Associates has deep and varied expertise in serving the nonprofit sector. Roughly half of our client base are nonprofits of various types, including education endowments, private foundations, religious organizations, and other 501(c)(3) entities.

We understand the unique investment challenge of foundations and endowments—to meet spending requirements while also maintaining purchasing power for the corpus of the assets. We assist clients in striking a balance between the desire to avoid excessive risk and the need to earn high, competitive returns to exceed the expenditure requirements and keep assets growing. We aim to maintain purchasing power by minimizing asset volatility, while still seeking high absolute returns.

Customized advice

We carefully tailor investment strategy to the particular needs of each nonprofit organization while staying at the forefront of industry trends. We strive to maintain the most up-to-date program to help clients achieve their long-term goals and objectives.

Key services include:

• evaluating assets in light of spending policies
• performing modeling on spending policy to track its impact on the investment program
• providing expertise in alternative investments such as private equity, real estate, timber, infrastructure, hedge funds, and commodities
• advising on foreign and emerging markets equities
• shifting from style-constrained mandates to all-cap and global mandates
• offering alternative strategies to fixed income investment vehicles
• restructuring portfolios from total return to real return objectives
• assisting clients in interpreting new AICPA procedures