Evaluating Risk, Spending, and Sustainability in Long-Horizon Portfolios
Evaluate asset allocation, spending policy, and long-term purchasing power using probabilistic portfolio analysis. EndowCast supports investment teams and
committees in assessing trade-offs, downside risk, and policy sustainability across market environments.
Supporting Endowment Investment and Spending Decisions
Institutional portfolio scenario analysis to support asset allocation, spending policy, and liquidity decisions for long-horizon pools of capital.
Scenario Analysis Across Market Environments
Analyze portfolio outcomes across thousands of simulated market paths to assess return dispersion, downside outcomes, and capital adequacy under varying assumptions.
Assumptions, Methodology, and Transparency
Clearly defined capital market assumptions, correlations, and modeling choices that can be reviewed, challenged, and documented by investment committees.
Committee and Board Communication
Clear visualizations and summaries designed to support discussion of risk, trade-offs, and long-term sustainability without oversimplifying the underlying analysis.
Comprehensive Investment Analytics
From strategic asset allocation to tail risk analysis, EndowCast provides the complete toolkit for modern endowment management.
Asset Allocation Analysis
Model portfolios across public and private markets, incorporating user-defined return, volatility, and correlation assumptions consistent with institutional investment frameworks.
Risk & Sustainability Metrics
Evaluate downside risk, tail outcomes, and spending sustainability using probability-based measures such as drawdown likelihood, CVaR, and purchasing power preservation.
Spending Policy Evaluation
Compare spending rules, fee structures, and market assumptions to assess their implications for long-term capital preservation and intergenerational equity.