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Data as of Oct 18, 2026Based on 45 AI responses
Reviewed by Dimitry Apollonsky
AI summary
Cambridge Associates holds a narrow lead over NEPC for institutional endowment portfolio design and sustainable investing guidance. Across broader endowment needs, peer consultants like Callan and peer networks like Intentional Endowments Network are also frequently suggested.
Rank and Mentioned in · since Jul 6
| # | Brand | Recommended for | Mentioned in |
|---|---|---|---|
| 1 | institutional research, portfolio design, and sustainable investment guidance for endowments | institutional research, portfolio design, and sustainable investment guidance for endowments | 82% |
| 2 | mission-aligned portfolio construction, governance, and OCIO services for endowments | mission-aligned portfolio construction, governance, and OCIO services for endowments | 78% |
| 3 | overall portfolio strategy and impact investing navigation for institutional endowments | overall portfolio strategy and impact investing navigation for institutional endowments | 64% |
| 4 | sustainable investing advisory and OCIO services for mission-driven institutions | sustainable investing advisory and OCIO services for mission-driven institutions | 49% |
| 5 | mission-aligned investment networking and guidance for educational endowments | mission-aligned investment networking and guidance for educational endowments | 49% |
| 6 | holistic fiduciary advisory and mission-aligned consulting for not-for-profit portfolios | holistic fiduciary advisory and mission-aligned consulting for not-for-profit portfolios | 47% |
| 7 | connecting mission-driven institutions and endowments with verified impact wealth managers | connecting mission-driven institutions and endowments with verified impact wealth managers | 40% |
| 8 | impact measurement, portfolio design, and strategy development for institutions | impact measurement, portfolio design, and strategy development for institutions | 38% |
| 9 | 27% | ||
| 10 | mission alignment, training, and strategic impact guidance for foundations | mission alignment, training, and strategic impact guidance for foundations | 27% |
| 11 | endowment management and mission-focused investment solutions for non-profit foundations | endowment management and mission-focused investment solutions for non-profit foundations | 27% |
| 12 | 24% | ||
| 13 | 20% | ||
| 14 | 20% | ||
| 15 | 18% |
Week of Sep 29–Oct 5 · Since Jul 5
Widest split: Intentional Endowments Network, 22% on ChatGPT Search and 77% on Google AI Mode.
| Brand | ChatGPT Search | Google AI Mode | Comparison |
|---|---|---|---|
| Cambridge Associates | 83% | 82% | |
| NEPC | 87% | 68% | |
| Callan | 65% | 64% | |
| Veris Wealth Partners | 70% | 27% | |
| Intentional Endowments Network | 22% | 77% | |
| Mercer | 26% | 68% | |
| ValuesAdvisor | Outside ChatGPT Search's top 25 | 82% | |
| Social Finance UK | 17% | 59% | |
| Sonen Capital | 48% | Outside Google AI Mode's top 25 | |
| Rockefeller Philanthropy Advisors | 13% | 41% |
88% of citations point at the ranked brands’ own sites. fidelitycharitable.org, endowmentimpactbenchmark.org, wsj.com are the most-cited sites outside the ranked brands’ own domains.
Who provides "impact investing" advisory for endowments?
