Cumberland’s team of leading global economists, portfolio managers, and trading professionals design investment portfolios aligned with each nonprofit organization’s mission and objectives.
Evaluate and Analyze
Working hand-in-glove with nonprofits’ investment committees and boards of directors, our portfolio managers integrate the underlying components of each organization’s Investment Policy Statement (IPS) into the construction of the portfolio.
When allocating assets we address:
• Short-term cash flow requirements
• Long-term capital appreciation benchmarks
• Liquidity requirements
• Spending policy
Implement, Monitor, and Rebalance
Our investment professionals can utilize a blend of 13 investment styles to accomplish the short and long-range financial goals of your organization. The portfolio is rebalanced when necessary to maintain target asset allocations.
*Cumberland’s management fee does not include custodial fees or administrative fees charged by the charity or foundation.