Foundations and endowment funds

If you are responsible for an endowment fund or if you are a foundation trustee, on a board of trustees or investment committee, you need a realistic and practical asset management advisor to help you achieve your goals, maintain regular income and preserve your capital, while preventing unpleasant surprises.

Declining interest rates, negative stock market returns and underperformance can be partially mitigated through sound planning of your investments and disciplined monitoring of management delegations.

Pensul's investment solutions balance:

• capital preservation
• regular income
• long-term growth of capital,

while factoring in your spending budget. They optimize the income and return potential of your fund. Moreover, they meet your social responsibility and ethical investment objectives.

Our continuous research provides clients with insight into the best management teams available in the industry and the most suitable investment mandates or placement products to meet your objectives. In addition to our manager selection activities, we host more than 100 meetings with asset managers per year.

Implementation

Pensul will assist you in planning and implementing an efficient asset management structure.

• The determination of acceptable risk and its control take priority. We achieve this through:
  • a liability-adjusted investment policy
  • the structure of asset management mandates
  • the choice of portfolio management styles
  All of these help maintain risks at an acceptable level.
• The productivity of the management fees you incur should also be optimized. Savings are generated by implementing such an optimization strategy.
• Your informed choices therefore contribute to robust revenue and returns over the long term.

Controlling performance

Pensul effectively monitors management mandates by, among other approaches, measuring portfolios on a quarterly basis and providing a risk and return analysis.

And you?

Are you seeking the support of an expert and practical partner to help you reach your goals - an advisor who maintains its independence and loyalty with full respect for your governance?

Testimonials

Our clients have their say.