Institutions

Client Focus:

Focus on the issues that impact the long-term mission of your organization
Assist in the development and implementation of an investment policy and guidelines
Daily account transparency through a secure website supplemented with monthly reporting
Investment Committee Presentations

Asset Management:

Custom solutions to better align assets with program funding needs
Combined multi-decade capital market experience
Independent manager evaluation and oversight

Risk Management:

Ongoing monitoring and oversight through a proprietary risk model
Scenario testing and modeling to manage risks and support financial decisions