Supportive

Edge Capital offers an outsourced chief investment officer solution for Endowments and its board of trustees. We understand the Endowment's fiduciary commitment and provide objective investment counsel that supports the development and growth of the Endowment's investment strategy and goals.

Edge Capital can support the endowment's mission as it evolves over time:
 

Spending Policy - Operating budgets and capital improvements are market sensitive, and we work with you to structure policies necessary to support the Endowment's operations over the long term.

Asset Allocation - Edge Capital works with the Board and Trustees to identify the desired asset classes and develop a targeted allocation mix, diversified appropriately to optimize risk adjusted returns.

Risk Management - Edge Capital views this as a dynamic process which must continually be assessed to insure investment policy guidelines and limits are being met.
Costs - Edge Capital is sensitive to fee management and cost effective portfolio construction, and we serve as your independent voice in selecting low cost investment options.
Portfolio Monitoring and Rebalancing  - Critical to maintaining investment policy integrity and mission goals, Edge Capital identifies important opportunities and challenges for our endowment clients. We interpret how risk and return profiles are changing as a result of shifting market dynamics.

Our team will assist you in the development of a focused investment policy and provide a rigorous approach to due diligence and manager selection that involves significant quantitative and qualitative analysis. As an active investment advisor, Edge Capital performs regular portfolio evaluation that, at times, will prompt discussions regarding portfolio rebalancing to help determine the success of policy implementation.