Endowments & Foundations

Why Choose SIA

Performance driven by process and experience
SIA is uniquely qualified to monitor and evaluate endowment and foundation investment managers’ performance. Our proprietary process has been honed over years of successful portfolio management while accommodating the ongoing changes that are part of the modern market. Managing this process is a well-seasoned investment team, consisting of three divisions, serving our clients at the highest level.

Portfolio Management
The Portfolio Management Division, comprised of the president and a managing director, directs client relationships and portfolio management. In addition, these individuals serve as voting members on the internal Trends Panel and Investment Committees.

Client Services
The Client Services Division, which includes a managing director and three associates, is charged with establishing and maintaining client accounting reports. In addition, the professionals in this division coordinate asset transfers, oversee custodial relationships and fulfill all other requests.

The Research Division includes a managing director and an associate who gather pertinent information from all external resources. This research team assists the Trends Panel and Investment Committees in allocating client assets and selecting investment managers. The Research Division also provides timely market and economic data and maintains communication with investment managers and other industry professionals.

Click here to meet our team