FOUNDATIONS & ENDOWMENTS
Institutional Consulting
Moneta provides high-touch service, open architecture, and unbiased, conflict-free financial advice for your institution’s needs. We work with managing committees to apply a rigorous and time-tested investment process and philosophy to help your organization meet its goals. As your fiduciary, we work with you collaboratively to:
· Develop a formal, written due diligence process and prepare quarterly reports documenting this process.
· Assist with the documentation and maintenance of the committee’s investment policy statements and objectives for each fund.
· Monitor existing investments and make recommendations for changes, as necessary and appropriate.
· Educate on investment strategy and best practices, as needed.
· Act as your advocate with third-party vendor relationships.
Moneta Moment – How to React When the Market Declines
David Wickenhauser | Investments Strategist As the S&P 500 inches closer to bear market territory, our Investments Strategist David...
CIO Moneta Moment – What Now for Inflation?
Aoifinn Devitt | Chief Investment Officer Inflation levels have steadily risen to 40-year highs and Moneta Chief Investment Officer, Aoifinn Devitt,...
Revisiting the Emerging Markets Allocation
Tim Side | Research Analyst Introduction Recent market events have created a significant amount of uncertainty in global markets. A year that began...