The question is often asked “Why do small to medium sized Endowments, Foundations and Charities have inferior performance returns when compared to their larger counterparts?”

The Answer is simple.

Large organizations have the luxury of dedicated staff and investment specialists to implement and run the investment management process.

The key to their successful investment management process is created by, and can be attributed to a long list of essential processes.

While most organizations would like to follow these processes and reap the benefits, they may feel implementation is not possible for them, due to a lack of money and resources.

The McNicol Team* begs to differ.

It is the mandate of our Team to implement such processes in a cost effective manner to help Endowments, Foundations and Charities improve their investment management process and therefore returns.