Committed to understanding industry issues and delivering best-in class custom solutions for your organization’s unique objectives.
Source: J.P. Morgan Asset Management, as of December 31, 2025.
Liquidity as a strategic asset for endowments and foundations
Challenging distributions, shifting fiscal regimes and new taxes are encouraging institutional investors to reevaluate their liquidity needs. Institutions are increasingly prioritizing liquidity sleeves, short-term fixed income and cash pools, which enable institutions to earn meaningful returns in the current rate environment.
The commitment of a global leader and specialized team
Mack Kline, Head of U.S. Endowments, Foundations & Healthcare
Jean Walshe, CFA, CAIA,
Head of U.S. Endowments, Foundations & Healthcare Client Strategy
Michael Smith, Client Advisor, Endowments, Foundations & Healthcare
Heather Hewkin, Client Advisor, Endowments, Foundations & Healthcare
Sarah Guss, CFA, Client Advisor, Endowments, Foundations & Healthcare
Thanks to proprietary tools and our expertise across asset pools (endowment; foundation; short-, intermediate- and long-term operating; defined benefit;defined contribution; and insurance), we provide enterprise level analytics to inform strategic asset allocation optimization. Our interests are aligned, since investment professionals’ compensation is tied to long-term performance, and portfolio managers and client-facing professionals also invest alongside clients in our strategies.
