Insights for Institutional Investors

including: Alfred I. duPont Charitable Trust | Trustees of Dartmouth College | DUMAC, Inc.

Emory University | Board of Trustees of Michigan State University | Rice University | UCLA Investment Company

 

Representative List of Additional Clients Available Upon Request

Investor Consortium

 

RFG’s consulting service for endowments and foundations was established in 2014 at the request of ten leading U.S. charitable organizations. Today, RFG represents a consortium of 17 organizations with AUMs ranging from over $1 billion to approximately $30 billion.

Supporting Investors

 

RFG offers a peer-to-peer networking capability guided by professionals experienced in highlighting risks and developments that others 

might overlook. Clients have access to an extensive 

database analyzing U.S. laws and regulations applicable to charitable organizations.

“The clearing house effect is particularly important. It’s a great way to learn what our peers are facing.”

“You have made us better investors.”

“The forum you provide is HUGELY beneficial….”

 

RFG helps clients proactively understand regulatory and legal issues (and solutions) that arise from engaging in investment activities. RFG represents clients that have approximately $150 billion in combined assets under management, including a consortium of the nation’s leading endowment investment offices. RFG advises clients through its weekly newsletter, white papers, webinar presentations, semi-annual programs, and its online knowledge management portal, RFG Pathfinder®.

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