Institutions
Endowments & Foundations
Outsourced CIO services for endowments, foundations, and operating reserves — built around your spending policy, your investment committee, and your mission, not a one-size-fits-all model portfolio.
Practice lead
Hannah Pohl, CFA, CAIA
Practice scale
22 institutions
Minimum
$25M+
What's included
The scope of work.
Spending policy design and stress-testing
Investment Policy Statement drafting and review
Asset allocation and manager selection
Quarterly committee meeting support
Mission-aligned and ESG-screened mandates
Annual audit, 990, and PRI reporting support
Donor stewardship and gift-acceptance strategy
Operating reserve and short-term liquidity management
How we work
The Cascade approach.
Outsourced CIO model
Hannah Pohl's team serves as your discretionary investment office, attending committee meetings and operating to your governance calendar.
Spending policy specialty
Cascade authored the spending policy framework now used by 22 nonprofit institutions across the region.
Mission-aligned investing
ESG and impact mandates available without the cost premium typical of dedicated impact managers.
Committee-friendly reporting
Quarterly reports designed for non-financial committee members — clear, comparative, and free of jargon.