Endowments, foundations & nonprofits
Customized services for endowments, foundations and nonprofits globally
Today’s endowments, foundations and nonprofits face intensifying responsibilities in fulfilling their missions while also overseeing the assets that sustain them.
An ever-evolving investment landscape, stringent regulations and limited personnel are among the many challenges encountered.
To address their unique needs, our dedicated team delivers customized, strategic guidance and access to institutional-quality resources from across Citi.
For decades, we have worked with endowments, foundations and nonprofits from around the world.
The nonprofits we serve include healthcare organizations, independent schools, colleges and universities, religious organizations, community foundations, private foundations, arts & cultural Institutions and national charities & associations.
We provide them with services spanning investment policy statement guidance, financial planning, liquidity management, and outsourced chief investment officer (OCIO) capabilities.
As part of our holistic approach, our Philanthropic Advisory team offers guidance on strategy development and implementation, compliance and infrastructure, and monitoring and evaluation.
John Anderson
Meet our wealth expert
John has overall responsibility for delivering Citi’s resources to our endowment, foundation and nonprofit clients worldwide.
Prior to joining Citi, he spent 18 years at J.P. Morgan as Head of Institutional Portfolio Solutions for the US, managing investments for large institutional and family office clients.
His previous experience includes senior roles at J.P. Morgan Alternative Asset Management, Blackstone Alternative Asset Management, Commonfund, and Prudential Securities
John holds a bachelor’s in finance from Clarkson University and an MBA in finance from Yale University.
How we serve you
Specialized guidance
Our work begins by gaining a detailed understanding of each nonprofit’s mission and needs.
We assess investment policy statements (IPS), operating budgets, strategic plans and other unique circumstances. We also consider various asset pools that may have differing objectives.
To identify the risk and returns arising from assets, liabilities and cash flows, our specialist portfolio analytics team provides customized assessments to enhance financial planning.
Using our own methodology, we develop a strategic asset allocation for each client that can assist in preserving, balancing and growing portfolios over time.
Based on our Global Investment Committee’s guidance, we then tactically adjust this long-term plan to seek to capture potential shorter-term market opportunities and mitigate risks.
Extensive, thoroughly vetted opportunities
Having understood each nonprofit’s goals and needs, we help put customized investment plans into action.
We enable nonprofits to populate portfolios with suitable opportunities, combining efficient diversification with cost effectiveness.
Our investments platform spans strategies across traditional and alternative asset classes, from both our own discretionary managers and external managers selected by our specialist research teams.
It also embraces structured products and market-linked investments.
To maintain portfolio alignment with goals and other considerations, we then perform daily monitoring and benchmarking.
Education and training
At the start of each relationship, we work closely with the client’s board and staff to create a personalized education plan.
Among the topics we cover are asset allocation, asset class reviews, portfolio implementation, governance, fundraising and grant-making.
We also host events to connect nonprofit leaders to come together to share best practices and explore trending issues.
Comprehensive services for your wealth
Global citizens
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