Endowments & Foundations
Comprehensive Wealth Management
AI Investments provides comprehensive, tailored investment solutions for endowments and foundations, focused on capital preservation, sustainable income generation, and long-term growth. We work closely with your team to design multi-asset and private strategies, including OCIO management and advanced analytics powered by artificial intelligence.
Our Approach
Our approach integrates investment, risk management, and institutional operations, ensuring customized policies, optimized liquidity, and transparent governance.
OCIO and Portfolio Solutions
Full or partial implementation, tailored to each institution’s governance structure and requirements.Alternatives and Private Assets
Includes private equity, private credit, real assets, and infrastructure, with rigorous risk assessment and investment lifecycle analysis.Liquidity Management
Detailed evaluation to balance cash availability with strategic investment opportunities.AI-Driven Analytics
Advanced models providing signals for asset allocation, stress testing, and early risk detection.
Dedicated Team
We provide a multidisciplinary team exclusively assigned to institutional clients, integrating quantitative research, private investments, risk management, and operations.
Key Deliverables:
Quarterly performance and risk reports
Specialized workshops and knowledge transfer
Custom analytical tools and dashboards
Available Resources:
Document: “Strategies for the New Era of Endowments” — Downloadable for institutional reference.
Investment Platform
Our infrastructure provides access to public and private strategies, with advanced technology for risk monitoring and decision execution with speed and traceability.
Public Markets: Fixed income, equities, and efficient indexing solutions.
Private Assets: Manager selection and investment vintage monitoring.
Risk Management: Simulations, stress testing, and detailed reporting for boards and treasury.
Collaboration Process
Initial Assessment: Review of objectives, investment horizon, institutional policies, and liquidity.
Strategy Design: Portfolio architecture aligned with specific goals and constraints.
Implementation: Selection of investment vehicles, managers, and operational execution.
Monitoring and Governance: Periodic reporting, policy review, and ongoing optimization.
Contact
To receive a review of your investment policy or a customized OCIO proposal:
Endowments & Foundations Team
Additional Resources:
Paper: New Regime for University Portfolios
Upcoming workshop for institutional administrators
💼 Interested in how these strategies could enhance your portfolio?
Connect with our team or explore our investor platform for more details.