Non-Profit Investment Strategy
Learn how your organization can benefit from our non-profit investment strategy.
What is Non-Profit Investment Strategy?
Aon's non-profit investment practice supports the missions of non-profit organizations through investment advice, guidance on governance, portfolio management, manager research, specialized focus on alternative investing and responsible investing, and asset allocation and capital markets insights. Aon’s non-profit investment solutions help organizations meet financial goals such as capital preservation and intergenerational equity while fulfilling a higher purpose. Our clients include:
- Higher education
- Faith-based organizations
What are the Benefits of Non-Profit Investment Strategy?
In this ever-changing environment, non-profit organizations need to be clear on how to meet objectives and how to manage through the economic, regulatory, demographic and geopolitical events which bring new challenges and opportunities. Non-profit investment consultants help clients navigate uncertainties and manage risk — all toward the goal of improving the likelihood of meeting objectives through aligned portfolio results.
How Aon Can Help
Investment Advisory Consulting
Our teams collaborate with non-profit organizations to provide a broad range of services, including guidance on governance best practices, asset allocation, investment strategy, manager selection across strategies, including private capital and alternatives, responsible investing and diverse manager initiatives.
Outsourced Chief Investment Officer
Investment services to suit the level of engagement that’s right for you. Aon provides a flexible outsourced chief investment officer (OCIO) solution — from traditional investment advisory consulting to partial delegation to an OCIO. Our platform is an open architecture, providing more customized solutions for clients.
By first understanding your unique portfolio objectives and composition, hedge fund allocation goals, liquidity needs and complexity tolerance, we uncover opportunities across alternatives, including private equity, private debt and hedge funds.
Operational Due Diligence
Aon’s proprietary solution, ODD IQ, comprehensively reviews how an asset management firm is run. ODD IQ* helps investors identify and quantify operational risks to make informed, consistent decisions, enhancing their qualitative evaluations.
Real Asset Solutions
The Townsend Group,* an Aon company, is a global team of practitioners in real asset solutions including real estate, infrastructure, and agriculture. The group aims to create opportunities by drawing upon a worldwide, multimanager investment platform.
Aon’s dedicated team can help your organization make more informed, and more responsible, investment decisions.
Diverse Manager Initatives
Aon partners with clients to educate, provide guidance on ways to achieve diversity goals, increase diverse manager exposure and identify implementation options.
Endowments and Foundations
Aon helps non-profits meet their investment objectives in various market environments. The team partners with you to understand your organization’s mission, risk tolerance investment strategies and performance.
For over 40 years, Aon has supported the missions of endowments, foundations, healthcare, higher education, faith-based and other non-profit organizations.
Aon also has specialist teams focused on:
Economic research and asset allocation modeling
Investment policy development
Portfolio structuring and manager selection
Non-investment resources, including trust/custody evaluation and fiduciary services
Responsible investing, including ESG integration and diverse and emerging managers
Non-profit healthcare organizations face uncertainty in healthcare economics and lower investment return expectations. Aon consultants help align your portfolios with broader risk management frameworks and incorporate new metrics. Our core capabilities also include:
- Metrics and management
- Investment strategy design, portfolio allocation and rebalancing
- Integrated asset risk analysis, flexible investment solutions and a broad network of healthcare experts
*Operational Due Diligence is conducted by Aon’s Operational Risk Solutions and Analytics Group (ORSA). ORSA, The Townsend Group, Custody and Lending Advisory Services and Fiduciary Services are provided by separate business units from Aon Investments USA Inc.
Investment advice and consulting services are provided by Aon Investments USA Inc. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Information contained herein is for informational purposes only and should not be considered investment advice.
Investment advice and consulting services are provided by Aon Investments USA Inc. (“AIUSA”). The information contained herein is given as of the date hereof and does not purport to give information as of any other date. The delivery at any time shall not, under any circumstances, create any implication that there has been a change in the information set forth herein since the date hereof or any obligation to update or provide amendments hereto. This document is not intended to provide, and shall not be relied upon for, accounting, legal or tax advice or investment recommendations. Any accounting, legal, or taxation position described in this presentation is a general statement and shall only be used as a guide. It does not constitute accounting, legal, and tax advice and is based on AIUSA’s understanding of current laws and interpretation. This document is intended for general information purposes only and should not be construed as advice or opinions on any specific facts or circumstances. The comments in this summary are based upon AIUSA’s preliminary analysis of publicly available information. The content of this document is made available on an “as is” basis, without warranty of any kind. AIUSA disclaims any legal liability to any person or organization for loss or damage caused by or resulting from any reliance placed on that content. AIUSA reserves all rights to the content of this document. No part of this document may be reproduced, stored, or transmitted by any means without the express written consent of AIUSA.