Loading...
CFA Level 3
Portfolio Management and Wealth Planning

Primary Objective of Foundations and Endowments

Very Easy Institutional Portfolio Mgmt Foundations And Endowments

ABC Foundation is a large non-profit organization that manages an endowment fund to provide scholarships and grants. The foundation's investment policy emphasizes both capital preservation and the generation of income to support its charitable activities. One of the key aspects of their investment strategy is the allocation towards equities, fixed income, and alternatives.

Which of the following best describes the primary objective of this foundation's endowment fund?

Hint

Submitted7.0K
Correct6.1K
% Correct87%