NONPROFIT

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.
Your institution's financial, operational, and investment goals are inextricably linked. Setting an asset allocation strategy that factors in your broader objectives can help position you for long-term success, even under economic pressures.

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.
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HIGHER EDUCATION SECTOR EXPERIENCE
25 years
managing endowments and other asset pools
$ 28 billion
higher education assets under management
233 clients
with investments                                          
88 clients
with investments and advice                                      
Source: Vanguard, as of December 31, 2022.

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

  • Endowment.
  • Short-term reserves.
  • Capital reserves.
  • Defined benefit.
  • Other postemployment benefits (OPEB).

Thought leadership from our top experts

Insights and events for education institutions
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Start a conversation
Whether you’re a CFO, CIO, investment committee member, or other decision-maker at a higher education institution, we’d like to hear from you.
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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.