Foundations & Endowments
Your organization has specific targets and operational objectives - the investment policy, cash management, and governance process should reflect these requirements.
The skills and resources of your organization are focused and specifically directed to meeting specific short, medium, and long term objectives. Your resources are not focused on investment management optimization and market risk assessment.
- Create and Maintain a Governance Structure
- Develop an Investment Policy
- Fund Manager Search
- Investment Performance Monitoring & Reporting
- Asset Mix Modelling
Operating and resource capital is precious. Making the most of your financial resources through investment optimization and risk controls is required for all stakeholders in your organization and beneficiaries of your organization.
Proteus provides a complete investment consulting solution and governance support model. Alternatively, we can focus on a specific task or support role for the investment consulting needs of your organization.
Leverage Our Experience
Proteus - experience with the funding needs for a diverse set of organizational models including:
- Not for Profits
- Charitable Organizations
"We found the experience of working with Proteus to be both valuable and comprehensive. We would not hesitate to recommend Proteus to other Foundations and Endowments."
Director of Finance & Administration, Canadian Film Centre
"The Committee is very happy with the service we received from Proteus and would highly recommend them."
Chair, YMCA Canada Audit Committee