Strategic advice
- Develop and maintain the Investment Policy Statement
- Monitor and report on IPS compliance
- Provide liquidity management and policy guidance
- Support board and committee development
Nonprofit advisory
Endowments, foundations, and nonprofits
Investment management, organizational strategy, and education for the people who govern the assets.
We partner with nonprofits through investment management, organizational strategy, and education.
Investment management
- Independent and unbiased advice
- Open-architecture investment platform
- Portfolio construction aligned with strategic and tactical objectives
- Comprehensive due diligence and selection of investment recommendations
Reporting and administration
- Technology-driven accounting and reporting
- Custom performance reporting
- Integration with custodians
- Transaction management for gifts received and distributions paid
Thought leadership and education
- Regular meetings and reviews
- Monthly and quarterly economic outlooks
- A network of nonprofit partners
- Education for boards, committees, and executive leadership
Additional services
- Lending capabilities
- Donor-advised fund management
- Retirement plan solutions (401(k), 403(b), 457)
- Event sponsorships
Independence · Employee-owned · Fiduciary · Open architecture · Experience
How the relationship is managed
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Team approach
A collaborative team, so the organization gets the firm’s judgment rather than a single inbox.
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Proactive outreach
Issues raised early, with advice that looks forward.
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Thorough documentation
Interactions recorded in the CRM so the record stays consistent across the team.
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Flexible meetings
In person or virtual, on the organization’s calendar.
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Available
Prompt support for the simple question and the complicated one.
Policy
Developing the IPS
The team works with the organization on a policy that can actually fund its mission.
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1
Goals and objectives
Time horizon, spending policy, liquidity, and the return the mission requires.
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2
Long-term allocation
Capital market assumptions, risk profile, and risk versus return.
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3
The policy itself
A consultative draft, nonprofit practice, and governance the board can stand behind.
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4
Tactical allocation and monitoring
The market, the opportunity set, and changes in operations or goals.
Written with you
Whether the Investment Policy Statement is new or being reassessed, Aurdan Capital works alongside the organization so the policy matches its objectives and mission.
We take time to understand what the organization needs, then build a policy and a portfolio for that purpose.
The point of the discovery is a better outcome: the organization getting closer to what it set out to do.
Portfolio guidance
Advice is grounded in the organization’s time horizon, spending needs, and risk tolerance.
The strategic allocation is built around those objectives, with a reason attached to each recommendation.
The portfolio then mixes passive and active managers, and the positioning is revisited as markets move.
Active and passive, used together
Portfolios use both. Most of them hold a combination that spans the active-to-passive spectrum.
Active
- Attempt to outperform a benchmark
- Used in harder-to-index markets, where a manager has a real chance to add value
- Often considered for small caps, international and emerging markets, some fixed income, and alternatives
- Potential to outperform, with higher fees and typically higher turnover
- Depends on the manager and the team
- Room for tactical flexibility
Passive
- Track an index, such as the S&P 500 or the Bloomberg U.S. Aggregate
- Used in widely followed markets where active managers struggle to outperform
- Often considered for U.S. large caps, some fixed income, and tactical tilts
- Lower fees and typically lower turnover
- Depends on which index is chosen
- Market-cap weighted, and inflexible by design
Past performance is not indicative of future results.