In order to achieve their goals, institutions require professional management that prioritizes the independent selection of investments, without bias and with objective decision-making processes. A really long-term strategy, making the sustainability of meeting immediate needs compatible with long-term asset growth, involves a balance requiring really clear guidelines for action and planning.

Control and containment of the costs charged by financial institutions as well as access to the most exclusive private asset managers (private equity and debt, infrastructure, real estate, natural resources) under privileged commission conditions is a differentiating element in the professional management of institutions’ assets, which in general can only be achieved by relying on independent financial advisors specialized in large private investors.

Experience at selecting managers specializing in private assets is a guarantee when building an investment portfolio in these types of assets. The illiquidity inherent to this type of investment allows for no rectification. So here, selection is more important than ever. This is why an independent advisor with experience and proven results in these types of investments offers real support for managers in charge of institutions’ assets.

For institutions that are congregations or foundations governed by principles of Catholic Church doctrine, the application of faith-based measures for Catholic investors from the Vatican’s published document “Mensuram Bonam” is key to measuring the investment portfolio’s appropriateness to the Church’s Social Doctrine.

For institutions with a really long-term investment horizon where modest rates of return can generate the resources to meet current expenses, such as university foundations, the most appropriate investment model is the so-called Endowment, promoted by Yale University, which is based on investing considerable portions of the portfolio in private assets such as private equity, real assets or private debt. In this way, in exchange for lower portfolio liquidity, we can maximize financial profitability.