PODCAST · business
Serkan Altay
by Serkan Altay
At the Victoria Foundation, Serkan Altay managed a $300-$400M endowment portfolio, achieving a 3-year annualized return of 8.4% through strategic investment recommendations and asset allocation. He transformed the foundation's investment approach by revising the Investment Policy Statement to include diverse asset classes, creating an "Investment Beliefs" document, and implementing a negative screening process aligned with granting initiatives. Altay pioneered the foundation's impact investing strategy, engaging with Rally Assets and allocating 5% of endowment assets towards investments aligned with U.N. Sustainable Development Goals. His comprehensive work included monitoring external manager performance, conducting detailed market analysis, performing manager searches for impact investments, and preparing strategic investment memos for the Imp
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Understanding Impact Investing in Foundations
Impact investing allows foundations to go beyond traditional grants by funding initiatives that generate both financial returns and social change. Learn how foundations leverage investments to support non-profits, community projects, and sustainable businesses.
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ABOUT THIS SHOW
At the Victoria Foundation, Serkan Altay managed a $300-$400M endowment portfolio, achieving a 3-year annualized return of 8.4% through strategic investment recommendations and asset allocation. He transformed the foundation's investment approach by revising the Investment Policy Statement to include diverse asset classes, creating an "Investment Beliefs" document, and implementing a negative screening process aligned with granting initiatives. Altay pioneered the foundation's impact investing strategy, engaging with Rally Assets and allocating 5% of endowment assets towards investments aligned with U.N. Sustainable Development Goals. His comprehensive work included monitoring external manager performance, conducting detailed market analysis, performing manager searches for impact investments, and preparing strategic investment memos for the Imp
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Serkan Altay
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