Schools, Endowments
and Foundations

Lynx has served endowments and foundations for 29 years and independent school clients for 23 years. As a Registered Investment Advisor governed by the Fiduciary Standard, Lynx takes very seriously an organization’s willingness to delegate investment advice and authority to a third party. Many of the principals at Lynx have served or currently serve as board members and/or officers of endowments and schools and have benefited from the sharing of best practices.

Some ways Lynx can help your school, endowment or foundation:

• Assess portfolio performance and suitability in terms of your organization’s goals rather than only comparing to benchmarks
• Construct your Investment Committee
• Define the Investment Committee’s role as fiduciary
• Re-write your Investment Policy Statement (IPS)
• Assess total portfolio fees over time and their impact on overall performance
• Set up reserve portfolios for capital projects
• Act as unrelated fiduciary for your organization (Outsourced Chief Investment Officer, OCIO).