Endowments and Foundations

Foundations and Endowments utilize Folioscore to better manage investment decisions that impact their spending policy. Institutions can no longer afford to attempt to match their spending needs with another institution's investment policy.

Folioscore's analytics allow institutions to more accurately assess the balance between long-term growth while assuring near term funding obligations are met. These instititutions turn to Folioscore for on-demand and accurate performance evaluation as well as assurance their portfolios are being managed in accordance to their investment policies.

Folioscore's daily audit feature provides fiduciaries with added peace of mind, knowing an independent third party with knowledge and experience is monitoring if your investment policy is being implemented accordingly.