Independent Analytics for Foundations That Work With an Advisor
Monte Carlo modeling platform for Investment Committees that want to engage their OCIO or consultant more effectively—arriving at every advisory meeting with scenario analysis already in hand, better questions already formed, and a board-ready audit trail already built.
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We finally have the data to explain why we can't just 'spend a little more this year.' The board now sees how that decision compounds over two decades.
Chief Financial Officer
Private Foundation · $580M AUMEndowCast is not a replacement for your OCIO or investment consultant.
Investment committees get more from their advisors when they arrive at meetings with scenario analysis already in hand—able to ask sharper questions, stress-test recommendations, and document their decision-making for the board.
| Your Advisory Firm Does This | EndowCast Does This |
|---|---|
| Strategic asset allocation recommendations | Independent scenario analysis of those recommendations across 1,000,000 simulated environments |
| Annual or quarterly portfolio reviews | On-demand modeling between advisory meetings—as often as your committee needs it |
| Capital market assumptions | Transparent inputs your committee can review, challenge, and document |
| Board presentation support | Board-ready visualizations and PDF reports generated directly from simulation data |
| Fiduciary guidance | IRS 5% distribution compliance tracking and audit trail for every simulation |
The core fiduciary risks we help you navigate
EndowCast addresses the areas that drive fiduciary risk and board scrutiny.
Defending the Spending Rate
Investment committees often face pressure to increase spending. We provide the empirical evidence to demonstrate how specific spending levels impact the probability of permanent capital impairment.
Navigating Volatility without Forced Sales
The real risk to a perpetual fund is being forced to sell depressed assets to meet spending obligations. We model the intersection of market drawdowns and liquidity needs to ensure your policy stays resilient.
The "Intergenerational Equity" Mandate
Fiduciaries must balance the needs of today with the mission of tomorrow. Our framework explicitly measures "Purchasing Power Preservation" to ensure you are not inadvertently overspending away future impact.
Independent Verification of Advisor Recommendations
Run your own scenario analysis against your consultant's proposed allocations and capital market assumptions. Bring quantitative evidence to every advisory conversation—without waiting for the next engagement cycle.
Committee Alignment on Tail Risk
Qualitative discussions about "risk" often lead to misalignment. We translate abstract volatility into concrete downside metrics (CVaR, MDD) that help boards agree on an acceptable level of tolerable loss.
Between-Meeting Analytical Capacity
Your advisor's team delivers analysis on request—typically 10–14 days per scenario. EndowCast gives your staff unlimited on-demand modeling between formal advisory meetings so decisions don't wait for the calendar.
Why Institutions Add EndowCast to Their Advisory Stack
Not a replacement for your OCIO or consultant—the analytical layer that makes those relationships more productive.
Independent Verification
Validate your consultant's capital market assumptions and stress-test proposed allocations with your own 1,000,000-path analysis. Walk into every advisory meeting with the numbers already checked.
Between-Meeting Modeling
Advisor engagements typically turn around new scenarios in 10–14 days. EndowCast gives your team unlimited on-demand analysis between formal reviews so the committee is never waiting on a calendar.
Institutional Knowledge That Stays With You
Assumptions, correlation matrices, and simulation history live in your platform—not a consultant's proprietary system. Advisory relationships change; your analytical foundation shouldn't have to reset.
Transparency & Auditability
Full visibility into CMAs, correlations, RF rate, inflation basis, run IDs, and seeds. Every simulation is reproducible and defensible under board, donor, or regulatory scrutiny.
Institutional outcomes you can prove
Board-Level Fiduciary Defense
Approach your next meeting with the data to explain exactly why a specific allocation or spending rate was chosen, backed by institutional-grade probabilistic modeling.
Proactive Liquidity Planning
Understand the Liquidity Coverage Ratio of your portfolio across 1,000,000 futures before a market crisis forces an emergency meeting.
Avoid Forced Asset Sales
Quantify forced-sale probability and identify years at risk by modeling cash coverage vs. spending during market drawdowns.
Long-Term Strategic Clarity
Move beyond "last year vs. this year" performance and focus on the next 20 years of mission sustainability.
How EndowCast fits your advisory workflow
Run Your Own Scenario Analysis
Model the allocations and assumptions your consultant is likely to recommend. Arrive at the meeting with independent quantitative evidence—able to ask sharper questions and push back with data.
On-Demand Modeling When You Need It
Market conditions change. Board questions arise. EndowCast gives your team unlimited scenario analysis between quarterly or annual advisor engagements—without waiting 10–14 days for a turnaround.
Institutional Documentation That Stays With You
Board-ready reports, audit trail, and simulation history reside in your platform—not locked in a consultant's proprietary system. Your governance record survives any advisory relationship change.
Built for foundations that work with advisors
Used alongside OCIO relationships at foundations, university endowments, and community foundations managing $50M to $1B+.
Frequently Asked Questions
Does EndowCast replace our investment consultant or OCIO?
No. EndowCast is designed to complement advisory relationships, not replace them. Your OCIO or consultant provides strategic guidance, capital market expertise, and fiduciary oversight. EndowCast gives your investment committee independent analytical capacity—the ability to model, verify, and stress-test between formal advisory engagements without waiting 10–14 days for each scenario.
How do we use EndowCast alongside our existing advisor?
Investment committees use EndowCast to independently model proposed allocations before advisor meetings, run stress scenarios between quarterly reviews, validate capital market assumptions, and generate board-ready documentation from their own platform. Several OCIO firms also use EndowCast directly as a between-meeting analysis layer for their foundation clients.
How is the simulation methodology validated?
EndowCast utilizes a robust multivariate normal simulation engine with Cholesky decomposition to preserve correlation matrices. 1,000,000 paths help stabilize tail statistics, and all assumptions (CMAs, seeds, run IDs) are transparently documented for auditability.
Does the platform support illiquid private assets?
Yes. The model incorporates liquidity tiers and allows for the specification of illiquid asset characteristics to evaluate forced-sale risks and capital call coverage ratios.
How are multi-year spending rules modeled?
EndowCast supports percentage-of-AV, 3-year or 5-year moving average smoothing, and floor/ceiling corridors, with inflation-adjustment options.
Can we utilize custom Capital Market Assumptions?
Yes. Users can input their own return expectations, volatilities, and correlation matrices to match the CMAs provided by their investment consultant—enabling direct side-by-side scenario comparison.
Is the platform suitable for IC meeting materials?
The output is specifically designed for Investment Committees and Boards—high-level KPIs and downside risk metrics, with the granular data needed for staff-level due diligence.