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Foundation and Endowment Intelligence

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Actionable sales leads on investment manager, consultant and service provider searches being conducted by foundations, endowments, hospitals and other nonprofit institutions. We talk directly to investment decision makers at the leading nonprofit institutions about their plans to hire investment managers, asset allocation changes that may lead to searches and recent manager hires to gather timely and complete information that investment managers, consultants and service providers can use to win business.


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Actionable Intelligence
Highlighted news stories provide actionable sales leads & competitive intelligence in clearly organized categories.
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Sample Articles

  • Consultants

    SEI Adds Outsourced CIO Clients

    Thursday, May 03, 2012 5:52 PM
    Outsourced CIO firm SEI added seven new clients in the first quarter. Read More

  • Consultants

    Buffaloes Stick With Callan

    Wednesday, April 18, 2012 11:07 AM
    The University of Colorado has retained Callan Associates to advise its roughly $1.5 billion operating portfolio. Read More

  • Consultants

    Mercer Promotes Investment Directors

    Wednesday, April 04, 2012 7:52 PM
    Mercer has promoted two officials to beef up its investment business. Read More

  • Consultants

    German Consultant Readies Foundation Prize

    Tuesday, April 03, 2012 1:31 PM
    Feri AG, a German consultancy firm based in Bad Homburg, has named six German and Swiss foundations nominated for its annual Stiftungspreis—a prize it hands out to the foundation that has made the greatest contribution to solving social problems. Read More

  • Consultants

    Mercer’s Anderson Talks Reinsurance

    Tuesday, February 21, 2012 1:17 PM
    Dick Anderson, head of the higher education practice at Mercer in St. Louis, is studying reinsurance investment strategies. Read More

  • Consultants

    Nonprofits Eye Small-Cap Equity

    Wednesday, January 25, 2012 6:48 PM
    Small-cap equity has long been a part of nearly every nonprofit’s portfolio, but some sub-sectors sectors, particularly international stocks, are becoming more attractive. Read More

  • Consultants

    LSU Changes Consultants

    Tuesday, January 24, 2012 6:29 PM
    The $466 million Louisiana State University Foundation has dropped Rogerscasey and replaced the firm with Fund Evaluation Group. Read More

  • Consultants

    Consultants Forecast 2012

    Thursday, December 22, 2011 10:56 AM
    FEI has queried four consultants in the nonprofit space about their outlooks for next year. Read More

  • Consultants

    Consultant of the Year

    Monday, September 19, 2011 9:06 AM
    Since 2010, Fund Evaluation Group’s Nolan Bean has helped the firm move to a risk-based investment model, landing an appointment to FEG’s investment policy committee and several nonprofits as clients. Read More

  • Consultants

    Clearbrook Taps Five From Evaluation Associates

    Wednesday, July 27, 2011 7:38 PM
    New York-based consultancy Clearbrook has hired five staffers from Evaluation Associates. Read More
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