For Institutions
Clarifying, Purposeful Policies to Guide Investment Decisions
Whether you lead a corporation, nonprofit, or endowment, we design policies that reflect your mission, set clear expectations, and provide meaningful accountability.
Developing a Clear Investment Policy Statement (IPS)
A strong Investment Policy Statement (IPS) brings order and discipline to financial decisions. We help boards and committees draft or refine their IPS to reflect their mission, define risk levels, and set guardrails for how assets are managed.
- Mission-aligned investment guidelines
- Clear risk and asset allocation standards
- Board-approved governance framework
- Regular policy reviews and updates
Establishing Realistic Return Objectives
Return goals can be ambitious, but should also be grounded in reality. We help institutions set targets that balance growth and stability, rooted in funding needs and real market conditions. Each plan is tested, tracked, and refined so results stay aligned with your mission.
- Return targets tied to funding and mission goals
- Balance of short- and long-term objectives
- Ongoing performance and risk monitoring
- Adjustments when markets or needs change
Our Services
Developing a Clear Investment Policy Statement (IPS)
- Mission-aligned investment guidelines
- Clear risk and asset allocation standards
- Board-approved governance framework
- Regular policy reviews and updates
A strong Investment Policy Statement (IPS) brings order and discipline to financial decisions. We help boards and committees draft or refine their IPS to reflect their mission, define risk levels, and set guardrails for how assets are managed.
Establishing Realistic Return Objectives
- Return targets tied to funding and mission goals
- Balance of short- and long-term objectives
- Ongoing performance and risk monitoring
- Adjustments when markets or needs change
Return goals can be ambitious, but should also be grounded in reality. We help institutions set targets that balance growth and stability, rooted in funding needs and real market conditions. Each plan is tested, tracked, and refined so results stay aligned with your mission.
Crafting a Sustainable Spending Policy
- Spending policies based on data and goals
- Alignment with liquidity and treasury needs
- Integration with capital and investment plans
- Focus on sustainability and preservation
A good spending policy balances current needs with future security. We help organizations set withdrawal guidelines that protect assets while supporting cash flow and mission delivery. By planning for both good and lean years, your organization can operate with greater confidence.
Aligning Investments with Mission Fulfillment
- Policies that reflect your mission and values
- Transparent reporting and accountability
- Governance built on trust and responsibility
Your investments should serve your purpose. We help align your portfolio with your mission through impact investing or other values-based approaches. Each plan honors fiduciary duty while keeping your principles at heart.
Why Choose CapTrust for Your Corporate Investment Policy?
Our team ensures every plan reflects sound governance, responsible oversight, and long-term commitment.
Fiduciary Advice
Rooted in accountability
Strong Governance
With a thorough review and oversight structure
Regular Tracking
To review results and performance
Communication
Clear communication with boards and leaders
Let’s Build Your Institutional
Investment Policy Together
A clear policy is the foundation of good stewardship. Whether updating your plan or starting fresh, we can help you set a clear direction and priorities.
Reach out to start building an investment policy that supports your mission and stands the test of time.
