It's a Differentiator
Want to learn more about how endowment can impact our school?
It Strengthens Annual Giving
Gifts of Any Size
Make a Difference
Our Investment Philosophy
Latin’s primary goal for its endowment is to achieve returns sufficient to sustain an annual 4.5% draw plus inflationary growth to maintain the endowment’s purchasing power over time. The annual draw rate is consistent with best practices among endowments being managed for sustainable growth.
The Board Investment Committee oversees all investment activity, with advice and implementation from a professional asset management consultant. All investments are guided by a disciplined allocation strategy with consistent targets and ranges.
Endowment is diversified across asset classes as well as across multiple managers within each asset class where possible.