Evergreen Institutional Best Practices for Your Institution

Our firm stands out for its thoughtful and experienced approach. We have a deep understanding of the unique needs and goals of local endowments and foundations. Our team of seasoned professionals combines strategic thinking, extensive market knowledge, and a disciplined investment process to help our clients achieve their long-term objectives.

Evergreen Institutional has nearly 20 team members.  Members of the investment team have decades of experience managing global multi-asset portfolios for organizations and institutions such as community foundations and university endowments. 

We prioritize regular and transparent communication with our clients. We intend to provide quarterly portfolio reviews with your staff and/or board members, if desired.  We provide comprehensive investment reports, including performance summaries and portfolio analytics, on a regular basis. Additionally, our team is always available to address any questions or concerns that our clients may have, ensuring they stay informed and confident in their investment strategies.  We also expect to provide regular discussions with your organization’s board as well as assisting with communications about your portfolio to your stakeholders.

Our fee structure is designed to align our interests with those of our clients. We believe in a transparent and fair approach to fees, which are based on a percentage of assets under management. As our clients' assets grow, our fees increase accordingly, providing a clear incentive for us to deliver strong investment performance and grow their portfolios over time.  Conversely, if our clients assets decline, so too does our compensation.  Our fee structure is available upon request, but we expect it to be customized to fit your unique needs.

Understanding the specific goals and risk appetite of the endowment or foundation is crucial. In close consultation with you and your board, we will tailor our approach to align with your organization's mission, values, objectives, time horizon, spending needs, and risk tolerance.  The process begins with our client information and objectives questionnaire but is continuously revisited as part of a successful long-term relationship of appropriately stewarding your organizations assets in partnership with you.

Our investment selection process involves thorough research and analysis. We conduct in-depth due diligence on potential investments, focusing on their financial strength, track record, management team, and alignment with our clients' values. Our goal is to construct well-diversified portfolios that align with the risk tolerance and investment objectives of each endowment or foundation.  Risk management is at the core of our investment process.  We employ a rigorous and disciplined approach to assess risk across various dimensions. Our team actively monitors portfolios and uses diversification strategies to help mitigate risk while seeking to maximize potential returns.  The Investment Committee meets weekly to review the economic climate and market opportunities, and to evaluate the most optimal positioning for portfolios.