Asset management for higher education institutions
Helping you survive—and thrive
We understand the range of challenges facing colleges and universities in recent years, including:
- Declining enrollments.
- Increased tuition discounting.
- Operating sustainability.
- Inflationary pressures.
- Talent acquisition and retention.
- Volatile investment markets.
Optimizing your financial and investment strategies is more important than ever. We’ll align your investment allocation decisions and corporate finance objectives, which can help increase value to your institution. Our sole focus is driving your business success.
Lucy Momjian, CFA, CAIA
Senior Investment Strategist
We’re more than just investments
Taking a holistic approach, we provide you with insights and customized advice so you can make more informed decisions.
Our comprehensive advisory model covers:
- Investment philosophy and risk tolerance.
- Strategy and asset allocation.
- Policy and implementation.
- Spending rates and rules.
Managing risk in your portfolio
We systematically assess enterprise risk components to identify and quantify risk. We then optimize your portfolio structure(s) to help you best achieve your goals and manage risks that are most meaningful to you.
These risks can have a significant impact on the allocation and funding strategies for various asset pools, including
- Short-term reserves.
- Capital reserves.
- Defined benefit.
- Other postemployment benefits (OPEB).
Thought leadership from our top experts
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All investing is subject to risk, including the possible loss of the money you invest.
Advice services offered through Vanguard Institutional Advisory Services® are provided by Vanguard Advisers, Inc., a registered investment advisor.