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