Endowments and Foundations
For over 40 years, we have supported the missions of endowments, foundations, and other non-profit organizations by crafting solutions that help them meet financial goals, while fulfilling a higher purpose. Aon consultants draw upon their depth of experience to help you navigate uncertainties and manage risk with the goal to improve performance.
Our Core Capabilities
Non-Profit Expertise
Having worked with non-profit foundations and endowments since our founding, Aon consultants have a keen appreciation of their operating environments and specific challenges. We have significant experience developing strategies for non-profits to meet their investment objectives in a variety of market environments. Our approach is comprehensive and focused on your unique needs and financial objectives.
Flexible Advisory and Investment Solutions
Aon is one of the leading providers of investment advisory and OCIO management solutions for institutional investors, including non-profit endowments and foundations. We customize solutions to the level of governance you prefer and serve as your well-resourced collaborative partner.
Enterprise Risk Management
Our approach to risk management recognizes the challenges and complexities surrounding your mission. We assess and quantify risks by taking a holistic view of the enterprise, its policies and implementation strategy. Using data and analytics, we help clients identify short- and long-term risks by performing stress tests with simulations of investment and operating metrics. We focus on optimizing decision-making efficiency, operating models, new strategy execution and results metrics that keep pace with organizational change.
Governance Diagnostics
Your mission success relies on tight governance and requires expertise in planning, designing, implementing, and administering well-rounded solutions. Our governance diagnostic and assessment tools can help fiduciaries engage key stakeholders to define strategies that drive the mission and optimize resources to meet objectives.
Unmatched Resources
Our Investment Management team consists of 150 full-time global research professionals covering traditional, emerging, and alternative strategies, including operational due diligence. We research and evaluate investment managers worldwide and help you maximize potential value with active management.
The team partners with you to understand your organizations’ investments and performance, primarily focusing on qualitative assessment. Instead of “chasing performance,” we pro-actively evaluate and consult with you through periods of relative performance deviations. Aon also has several specialist teams focused on economic research and modeling, as well as investment policy development. Non-investment resources, including Trust/Custody evaluation and Fiduciary Services help round out our solutions. We have dedicated expertise and research in Environmental, Social and Governance (ESG), diverse and emerging managers
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* Total combined research staff as of 9/30/2019 includes 44 GIC Manager Research Staff, 19 operational due diligence colleagues (offshore + onshore), 87 Townsend colleagues from private equity, advisory, portfolio management and strategy teams. Offshore, Innovation, and Support staff represent additional colleagues. Some team members have cross team responsibilities or reporting lines outside the manager research function, includes Aon Hewitt Investment Consulting, Inc. and its global Aon affiliates.
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