Literature Category: Endowments and Foundations

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Endowments and Foundations: Adapting to a New Paradigm
White Papers
Format: pdf
Publication Date: 11/13

While there are multiple segments of the $3.5 trillion endowment and foundation market, this paper is directed to foundation and endowment organizations that provide investment advisory services. These organizations are typically exempt from registration under the Investment Adviser Act of 1940.

New Paradigm for Family Offices: Turning Data into Intelligence
White Papers
Format: pdf
Publication Date: 01/14

This is the second in a series of white papers discussing how the aggregation and integration of investment performance data can create a new paradigm of insight, holistic investment advice for nonregistered investment advisors.