A number of endowments and foundations have chosen to partner with Rocaton for our flexibility and customized approach.  At the onset of each relationship, we develop a thorough understanding of the objectives and strategy of the endowment or foundation.  We focus on the organization's spending needs, degree of reliance on the endowment or foundation assets to meet the organization's objectives, and risk tolerance.

 

Working closely with the endowment or foundation, we develop a process to study a wide range of asset classes and strategies, provide recommendations or enhancements to the current investment portfolio, potentially including additional diversifying asset classes and manager searches, where necessary.