Building 12 to 36 Month Liquidity Visibility While Maintaining Spending Policy
How major universities and colleges are preparing for alternatives distribution volatility and giving their investment committees the forward view their boards require.
A practical guide for Endowment CIOs, CFOs and Investment Committees.
WHAT'S INSIDE
- Why spending policy sustainability is increasingly a liquidity management problem and how volatile alternatives distributions are changing the governance math for endowment investment committees.
- What 12 to 36 month forward liquidity visibility actually requires, including aggregated cash flow data, scenario modeling tied to spending policy, and investment committee-ready output that does not require a 48-hour preparation cycle, including stress-testing what happens when portfolio value declines, distributions slow, and spending is fixed.
- The three scenarios driving endowments to modernize: new investment committee expectations, a distribution shortfall that threatened spending rate, and board governance standards that have outpaced current tooling.
- How leading endowments are building this capability without replacing existing systems, operational in 8 to 12 weeks.
GET THE GUIDE
About us
Solovis is the portfolio intelligence platform built for institutional allocators. We help university and college endowments consolidate alternatives cash flow visibility, model spending policy scenarios, and deliver investment committee-ready reporting without disrupting existing operations.