ENDOWMENT
Give mission capital a portfolio trustees can stand behind. Keep policy in view.
The fixed mix makes the policy visible; it does not replace diligence on the strategies inside it.
ACTIVE PORTFOLIOSENDOWMENTACTIVE PORTFOLIOS
A long-horizon portfolio that makes the intended outcome easy to explain.
STAY ON MISSIONEASE TRUSTEE REVIEWSHOW THE BOUNDARIES
PORTFOLIO ALLOCATION6 REPRESENTATIVE ASSETS
Short TreasuryOUSG
Short TreasuryBUIDL
Short TreasuryUSYC
Short TreasuryJTRSY
Money MarketBENJI
Private CreditACRED
- Short Treasury · OUSG5%
- Short Treasury · BUIDL13%
- Short Treasury · USYC5%
- Short Treasury · JTRSY45%
- Money Market · BENJI28%
- Private Credit · ACRED3%
Locked profile for review only. Asset eligibility, custody, execution, and strategy-level risk remain subject to mandate review.
PERFORMANCE
Illustrative annual range.
4%–10%
DIVERSIFICATION
Maximum source exposure.
60%
LIQUIDITY
Minimum reserve visible.
30%
TURNKEY PORTFOLIO
Talk with us about endowment capital.
Review the locked outcome first. If you want to change the rules, open the configurable product.