Stop looking at your peers. Start looking at your quantifiable needs.
At P-Solve, we start by looking at what you need your fund to do. Does your fund provide a large proportion of your annual operating budget? Is it a rainy day fund? At P-Solve, we evaluate your cash needs and liabilities, analyze your options and structure your investments accordingly.
Don't get so caught up in maximizing returns that you forget you're also maximizing risk.
With non-profit clients, as with all our clients, we take a common-sense approach to portfolio management. We plan your asset allocation so that you can earn the returns you need without accruing unnecessary risk. Investment portfolios should be robust, not "optimized".
P-Solve is different.
We provide better investment decisions, improved fiduciary oversight and more effective risk management. This is a direct result of bringing the goals of the institution explicitly into the governance of the investment process.
If it's so logical, why isn't everyone doing it?
We don’t know. Every investment advisor claims to create customized asset allocations, but non-profit institutions often have very similar allocations, whether their portfolio provides 1% or 40% of their operating budget. Think about it—there is no asset allocation that can produce optimal returns for all investors at all times. So why do so many institutions invest as though there is?
Let’s talk.
To see what P-Solve can do for you, call Dan Desmarais at (508) 620-7110 ex.28 today to set up an appointment or email dan.desmarais@psolve.com.