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

  1. Initial Assessment: Review of objectives, investment horizon, institutional policies, and liquidity.

  2. Strategy Design: Portfolio architecture aligned with specific goals and constraints.

  3. Implementation: Selection of investment vehicles, managers, and operational execution.

  4. 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.