Non-Profit Portfolios

For over 40 years, Aon has supported the missions of endowments, foundations, healthcare, higher education, faith-based and other non-profit organizations by crafting solutions to help them meet financial goals, while fulfilling a higher purpose. Today, non-profits are facing business and regulatory changes, with economic, demographic and geopolitical trends bringing new challenges and opportunities. Aon’s non-profit investment consultants help clients navigate these uncertainties and manage risk, with the goal to improve performance.

Endowments and Foundations

Having worked with endowments and foundations since our founding, Aon consultants have a keen appreciation of their specific needs, circumstances, the environments within which they operate, and the challenges they face. We have significant experience developing strategies for non-profits to meet their investment objectives in a variety of market environments.

Healthcare

Changes and uncertainty in health care economics, as well as lower investment return expectations, mean that the investment programs of non-profit health care organizations can play a greater role in supporting the mission. We help design investment and risk management solutions that can dynamically support your financial goals.

Non-Profit Investment Solutions

We offer a spectrum of investment services and related capabilities to suit the level of engagement that’s right for you–from traditional investment advisory consulting to partial delegation to Outsourced Chief Investment Officer (OCIO).

 

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