At Renaissance, managing the funds of foundations, endowments, and nonprofits has always been a substantial portion of our business.
We work closely with trustees, boards, and finance committees to ensure that our investment decisions are well understood and in line with investment policies.
We believe that consistent, clear, and concise communication with the trustees, finance committees, and/or the board of directors that are responsible for the oversight of these accounts is essential.
- Our relationship managers, seasoned professionals with expertise in either portfolio management or high-level financial counseling, are readily available to discuss any concerns, changes in investment objectives, and/or to explain transactions that have been undertaken on the organization’s behalf.
- Relationship managers provide clients with regular comprehensive overviews of how economic trends have influenced the portfolio and in-depth reviews of the portfolio performance.