Problem Solving Across Asset Classes

Saving investors time and energy while driving up the returns in portfolios

Endowment Research Group is a non-discretionary investment consultancy founded by University of Cambridge researchers. 

Outstanding Fund Manager Sourcing

Endowment Research Group has screened and selected 115 fund managers across 8 different asset classes, with typically significant track record in generating top decile performance. These fund managers span all investment styles, geographies, fund sizes, cash flow generation, and liquidity profiles.  

Big Ticket Investors

Through Endowment Research Group, the fund managers that we end up endorsing are able to tap into a network of influential investment relationships spanning nearly 300 family offices, pensions, sovereign wealth funds, fund of funds, endowments, and foundations across North America, Europe, the Gulf Region, Asia, and Australia. 

Collaborative Portfolio Management

In addition to sourcing individual fund managers, ERG can more holistically co-manage emerging family office portfolios dedicated to achieving long-term capital appreciation through endowment model of investing. We also have experience helping family offices launch initiatives in new asset classes where they may have not had prior experience.  

Next Steps

To fast-track your manager search and access outstanding pre-screened fund managers that fit your group's investment mandate, at no additional cost usually to the end investor, send us a note and let us know more about your current fund manager selection needs.   

If you are interested in results driven assistance on the investments front in a more comprehensive way across both the liquid and illiquid asset classes spectrum, then look no further. We know how to help.  

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Tel  708.846.9950

2875 South Ocean Blvd.

Palm Beach, FL 33480

© 2020 Endowment Research Group. All rights reserved.

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