Swarthmore College

Generated outreach message alignment report
1. You allocate through external managers and fund vehicles—and explicitly do not co-invest or invest directly.
We offer a commingled LP run by an owner-managed, high‑conviction team—exactly the external fund structure you use.
Evidence
“Prospective managers should note that the endowment invests in funds and currently does not co-invest or invest in companies directly.” “The endowment is invested through external managers and partnerships.”
2. Your program is globally diversified and includes international public equities.
Our concentrated best‑ideas strategy has a global (including EM) mandate that can complement your international exposure.
Evidence
“the endowment is globally diversified and mature across all asset classes” “Public equity includes investment in publicly-traded stocks of domestic and international companies.”
3. You allocate to absolute‑return hedge funds and accept typical HF liquidity (quarterly/semi‑annual with 65–90 days’ notice).
Our low‑correlation, absolute‑return profile and standard liquidity terms align with your hedge fund bucket.
Evidence
“Alternative Strategies includes investments in corporate direct lending, financial assets and distressed debt, and absolute return hedge funds.” “Alternative Strategies: Hedge Funds 172,511 - Quarterly/Semi-Annually 65/90 Days”
4. You target long‑term real returns (HEPI + 4.25%) to support a 3.5%–5% spending rate.
Our high‑conviction, long‑term approach seeks durable, inflation‑beating returns that can help meet your real‑return objective.
Evidence
“HEPI + 4.25%” “The board of managers sets the approved distribution annually, with a spending rate policy minimum of 3.5% and a maximum of 5.0%.”
5. You emphasize long‑term relationships and a low‑turnover style.
We are an entrepreneurial, owner‑managed firm with a long track record and low portfolio turnover—built for durable partnerships.
Evidence
“the Investment Office takes a long-term approach towards relationship building and employs a low turnover style.”
6. ESG is a criterion in manager selection, and you offer a fossil‑fuel‑free option while engaging managers.
We can integrate ESG analysis and implement client‑specific exclusions (e.g., fossil‑fuel constraints) within our global process.
Evidence
“Although it has yet to fully divest from fossil fuels, Swarthmore does consider ESG factors, including making it a criterion in manager selection, engaging in dialogue with existing managers, and divestment from coal companies.” “In 2015, the Board established a fossil-fuel free fund for donors that wish to contribute to Swarthmore’s endowment.”
7. You are comfortable with pooled vehicles and manager liquidity terms in the 30–90 day range.
Our commingled fund with standard monthly/quarterly liquidity aligns with your operational and liquidity practices.
Evidence
“Funds are pooled for investment purposes but tracked individually.” “Public Equity $ 398,864 $ - Monthly/Annually 30-90 Days”