Managing an investment program can be complex, especially for nonprofit mission-based organizations. It’s the very reason that Highland Associates was founded. Our goal is to alleviate the difficulties associated with investing, enabling your organization to fund its mission.
THE ADVISORY BLUEPRINT
Our BLUEPRINT lists our entire menu of services. We can work with you to determine the structure and/or deliverables that are the right fit for your program.
Strategic Consulting
Highland’s focus is helping nonprofit clients manage risk while building their portfolios to fund mission goals. Our approach centers on tying asset allocations to specific objectives rather than creating portfolios in a vacuum.
Team-Driven Support
Every client is served by a dedicated team of Highland associates, offering multiple points of contact. Teams are assembled by matching expertise to client needs.
Fiduciary Education
Highland offers a multi-prong approach to client education. To support informed decision-making, client-specific classes are offered on topics such as asset classes, governance, best practices, and more. Our publications series provides ongoing commentary on market conditions and insights into relevant issues. And Highland’s national Investor Forum brings clients and industry leaders together to discuss economic and investment trends.
Research
Original research inform views on relative risk and return across asset classes and geographies. Deep and established networks and relationships help identify best investments regardless of affiliation.
Portfolio Strategy
The building blocks of our portfolio strategy consist of 3 key components- strategic, structural and tactical.
Spending Policy / Liabilities Analysis
Our asset allocation model matches assets to a known liability stream. The liability, once defined, whether cost of debt, spending policy, or an actuarial return, helps determine the overall objective of the portfolio.
Performance Analysis
Performance reports are compiled monthly and quarterly. These analytics track relative performance – benchmarks and peer groups, fees, attribution, and risk/return.
Manager Selection
Highland operates a robust due diligence process: Managers are evaluated on their philosophy, process, and people. Only managers who have been vetted and approved are considered for client portfolios.
Let us help you position your organization for greater success. You can move forward with clarity and confidence.