Managing long-term capital for a Foundation implies having a long-term investment horizon. During its lifespan most Foundations will face the challenges of volatile markets and low investment returns that aren’t meeting their funding requirements. These challenges can lead to serious distress at the Board and Investment Committee level.
Whether it’s erosion of donor confidence, a delay or cancellation of a large planned donation or bequest, or just the frustration of some benefactors over unacceptable investment returns, Foundations can easily reduce or avoid these challenges with a more modern approach to investment management.
Most of the leading Foundations in Canada are adding new asset classes to their traditional, long term portfolios in order to enhance returns and reduce portfolio volatility. With historically low interest rates, Canadian Foundations face serious challenges to find sufficient returns to meet disbursement requirements and operating expenses. As a specialist in multi-asset class investments, Alitis can add value to the management of your capital with either a comprehensive mandate or our alternative investment strategy solutions.
Alitis also has substantial experience and success in alternative fixed income investments with target returns of between 5 and 7%, net of fees.