Investment Management
Donor advised funds, like all endowment style investment accounts, have regular outflows of cash. If the portfolio is not managed with an awareness of this negative cash flow, the portfolio will exhibit “negative dollar cost averaging”. This means that in order to fund your grant making needs, more shares of stock will have to be sold when the market is down and fewer when the market is up. Over time not implementing an effective cash flow management strategy will significantly reduce the amount of assets you have available for grant making. It is therefore critical that you choose an investment manager with expertise in managing donor advised funds.
As an investment manager, Ensemble is dedicated to meeting the unique challenges of managing donor advised fund investment accounts. Drawing on our expertise in philanthropic investment management, we structure a portfolio designed to produce the cash flow needed to fund grant making while at the same time growing the capital of the fund so it can have a larger impact over time. Our goal is to help you get the most from your charitable giving and to make the entire process as easy and efficient as possible.
We work closely with our clients to develop an investment policy statement and structure a portfolio tailored to meet their unique needs. We then monitor the portfolio on a daily basis to ensure it remains aligned with the fund’s objectives.
At Ensemble, we regard investment management as the cornerstone of philanthropy. Generosity begins with assets, and our job is to grow and preserve them in ways that enhance your ability to exercise your giving in tandem with your other financial goals.