We deliver investment acumen, governance expertise, and customized solutions to endowments and foundations. By combining global scale with independence, and discipline with insight, we help clients realize their long-term vision.
Investment returns are not an end in themselves. They are the fuel that powers purpose. Each dollar of return directly supports an outcome – whether that’s in education, research, or social impact – making capital stewardship inseparable from mission delivery.
The challenge is balancing permanent capital preservation with predictable annual distributions to meet ongoing funding needs. That requires deep expertise in multi-asset and alternative strategies, with the goal of generating stable, inflation-adjusted returns through market cycles.
Managing through complex asset classes – from private markets to real assets – allows us to build durable, diversified portfolios capable of sustaining the mission, not just for this year, but in perpetuity.
In short, disciplined, consistent, and continually evolving investment management enables enduring impact – translating financial performance into the human, intellectual, and social capital that fulfils an institution’s purpose.
$
0
B
Total Firm Wide
AUM
as of June 30, 2026
$
0
B
Endowment & Foundation AUM
as of June 30, 2026
0
Select E&F Client Partners
as of June 30, 2026
Investment Management
We are a global investment firm where every client receives direct access to seasoned investment professionals who construct fully customized portfolios, combining institutional-caliber strategies and deep alternatives exposure with the bespoke rigor typically reserved for the largest endowments and foundations.
We manage portfolios across traditional and alternative asset classes. Guided by rigorous research and independent manager selection, every strategy is customized to promote the preservation of capital and the pursuit of attractive risk-adjusted returns.
Mission-Driven Investing for Endowments and Foundations
We aim to generate positive, measurable social and environmental impact along with sustainable financial returns. We help institutions to clarify purpose, strengthen structures, and sustain mission across generations.
Extended Foundation Services
We partner closely with endowment and foundation clients, working alongside their professional staff and existing third-party professionals to provide strategic guidance and operational support. Our services may include budget and cash flow planning, bill payment coordination, grant administration, financial reporting and tracking, payroll facilitation, and other day-to-day operational assistance.
Shared Discretion and Outsourced Chief Investment Officer (OCIO)
We recognize that institutions prefer different levels of involvement and oversight, which is why we offer both shared discretion and full discretion OCIO partnerships. In both approaches, AlTi serves as the fiduciary, making investment decisions on behalf of clients while providing transparent communication and regular board and investment committee engagement. The result is a partnership that combines the accountability often absent in consulting relationships with transparency, customization, and freedom from proprietary products, distinguishing us from many traditional OCIO providers.
Other Services
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