Foundations & Endowments
We are committed to empowering endowments, foundations, and nonprofits to achieve their missions. Through our diverse array of investment strategies, we enable our Foundations & Endowments clients to fulfill their spending policies while seeking to grow their capital, and to realize impactful, long-term missions that create lasting positive change in the world.
$6.2B
Assets Under Management
94
Clients
~130
Portfolios
Numbers as of 6/30/26
Our Approach to Foundation & Endowment Clients
We work closely with our foundation, endowment, and nonprofit clients to understand their unique constraints, spending policies, and social or governance requirements.
Our collaborative approach ensures that investment solutions are tailored to support the organization’s specific mission and financial goals around spending policies, capital growth, and fulfillment of long-term objectives.
Meet the Relationship Management Team
Our Relationship Management team prioritizes exceptional client service. We seek to build long-term, trusting partnerships with our clients. We take a client-first approach to develop a deep understanding of each client’s investment objectives, and collaborate across the organization to ensure investment solutions and resources are optimally aligned to support our clients’ needs.
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Contact the Foundations & Endowments Team
Our dedicated regional resources are ready to hear from you. As trusted partners and thoughtful curators of the most relevant firm resources and investment strategies, we are committed to serving as an internal advocate on behalf of the needs of clients and their stakeholders.
Chris Hermance, CFA
Director, Institutional Strategy & Development
David Beach
Director, Institutional Strategy & Development
Rachel Madsen, CFA
Director, Institutional Strategy & Development
Important Disclosure
Investing involves risk including possible loss of principal.
This marketing communication is provided for informational purposes only and should not be construed as investment advice. Investment decisions should consider the individual circumstances of the particular investor. Any opinions or forecasts contained herein, reflect the subjective judgments and assumptions of the authors only, and do not necessarily reflect the views of Loomis, Sayles & Company, L.P. Investment recommendations may be inconsistent with these opinions. There is no assurance that developments will transpire as forecasted and actual results will be different. Data and analysis does not represent the actual, or expected future performance of any investment product. Information, including that obtained from outside sources, is believed to be correct, but we cannot guarantee its accuracy. This information is subject to change at any time without notice.
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