Investing for nonprofits

Working with you to manage your assets. And more. 

Mission driven

Your mission drives your values. Our mission is to put you first.

Since our founding in 1975, we’ve aligned our values with those of our investors. Why? Because our investors own our funds.1

 

And because we align our values with our investors’, we understand the importance of providing the solutions you believe in and need. From ESG-based funds to thought leadership pieces designed to keep you informed, Vanguard offers you more than just asset management—we offer an enduring partnership that includes:

  • Investment management.
  • Investment reviews and unique insights.
  • Detailed performance reporting.
  • Thought leadership.
  • Economic and investment research.

Vanguard is investor owned. This means investors own the funds that own Vanguard.


Specialization

Sectors we serve

Vanguard understands the importance of the work you do for the people and communities you serve. We give you freedom to focus on the bigger picture while we handle the complexities of your investment strategy.

 

We specialize in portfolio construction and investment management for:      

 

  •  Health care systems
  •  Education institutions.
  •  Community foundations.
  •  Endowments, foundations, and other nonprofit asset pools for a variety of organizations.

This is an important part of your business. And you’ll need someone at your side you can trust to help you with it. That’s us. Please reach out for more information about how we can work together.

Already a Vanguard client? Contact your representative today.

For more information about any fund, visit institutional.vanguard.com or call 800-523-1036 to obtain a prospectus or, if available, a summary prospectus. Investment objectives, risks, charges, expenses, and other important information are contained in the prospectus; read and consider it carefully before investing.

All investing is subject to risk, including the possible loss of the money you invest. Diversification does not ensure a profit or protect against a loss.

ESG funds are subject to ESG investment risk, which is the chance that the stocks or bonds screened by the index provider for ESG criteria generally will underperform the market as a whole or, in the aggregate, will trail returns of other funds screened for ESG criteria. The index provider's assessment of a company, based on the company's level of involvement in a particular industry or the index provider's own ESG criteria, may differ from that of other funds or of the advisor's or an investor's assessment of such company. As a result, the companies deemed eligible by the index provider may not reflect the beliefs and values of any particular investor and may not exhibit positive or favorable ESG characteristics. The evaluation of companies for ESG screening or integration is dependent on the timely and accurate reporting of ESG data by the companies. Successful application of the screens will depend on the index provider's proper identification and analysis of ESG data.