Investment and Spending Policy
Tool Kit

The unique needs of our clients demand unique solutions. One of the best examples of this customized approach is the proprietary software McLean Budden has developed to help our foundation and endowment clients evaluate their most important decisions.

In order to address the challenge of balancing continued portfolio success with spending policy requirements, McLean Budden works with foundation and endowment committees to manage those elements which are within their control. This custom-developed software assists us in analyzing and optimizing the relationships between spending policy and asset allocation.

Clients may vary the following inputs to evaluate various scenarios:

• Asset mix
• Payouts (disbursements)
• Annual contributions (including growth rates)
• Administration costs
• Inflation assumptions
• End balance
• Capital market expectations

The result is an in-depth report that enables clients to compare the ramifications of any and all decisions they might make.

Our foundation and endowment clients are committed to laying the foundation for a better future. We share that commitment with these various forward-looking tools and strategies.

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