Understand
the investments
Review portfolio allocations, performance, fees and investment-policy context together.
Clarity for the people entrusted with more.
Investment intelligence
for foundations and endowments.
Understand your portfolio, prepare for committee meetings, and keep decisions and follow-up connected.
Explore a working demonstration built with fictional foundation data.
See EndowIQ in action
Understand
Prepare for
better discussions
Bring financial information, meeting agendas and supporting material into the committee’s workflow.
Preserve decisions
and follow-through
Keep investment reviews, decisions, responsibilities and the records supporting them connected.
Your relationships. A clearer shared view.
Built to support your foundation—not replace its advisers.
EndowIQ is designed to help boards and investment committees understand their information, ask informed questions and preserve the governance record.
- 01
Understand
Bring portfolio, policy and financial context into view.
- 02
Discuss
Take informed questions and supporting evidence to the committee.
- 03
Decide
Keep decisions with the Foundation’s authorized decision-makers.
- 04
Follow through
Connect responsibilities and follow-up to the record behind them.
A workspace alongside your existing advisers and records. Professional advice and authorized implementation remain with the appropriate people and firms.
Built with purpose
EndowIQ is developed by Adithana Capital Inc. to support the investment and governance needs of foundations and endowments.
Founded by Roshan Singh, CFA.
See what EndowIQ could bring to your committee.
Request a walkthrough of the working demonstration and discuss your foundation’s needs.
Request a demo info@endowiq.ca