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Your mission. Our insights. Making a difference.

The Endowments and Foundations Group at J.P. Morgan is a dedicated team focused on helping not-for-profit and charitable organizations achieve their investment goals. We work with institutions that make big impacts in the world through education, health, and numerous other non-profit causes.

We are committed to understanding our clients' investment objectives and applying our intellectual capital to deliver superior investment outcomes.

  • We draw on our more than 160 years of fiduciary and philanthropic experience
  • Trusted partner to 33% of the top 200 not-for-profit endowments, foundations, and healthcare organizations, as defined by total assets
  • The Endowments and Foundations team manages approximately $42 billion in assets

Our dedicated team partners with clients to:

Design long-term portfolio strategies Refine asset allocation decisions Lead a fresh approach to manage risk Strengthen board governance guidelines
 

Working with Clients

Clients come first. Whether it's managing operating assets, pension assets, or helping to improve the investment and governance practices of higher education endowments, we believe there is no one size fits all approach.

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Global Resources

Our people are our greatest asset. Our dedicated global professionals enable clients to access specialized investment opportunities across diverse markets and asset classes. Our global presence uniquely enables us to bring a broad range of products and services to our clients.

> Our global presence

 
 

Solutions

Our sole responsibility is to help clients succeed. Our capabilities empower our clients to make better investment decisions and navigate challenging market dynamics. Whether through portfolio analysis or advisory services, we offer:

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Risk management is a fundamental concern for non-profit organizations seeking long-term investment return. Our team works closely with institutions to understand and allocate manager and portfolio risk to optimize the overall risk/return of investment portfolios.


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Meet the team
Monica Issar
Global Head of J.P. Morgan Endowments and Foundations Group

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