Endowments / Foundations
Consulting Services Offered
Full, outsourced CIO capability across discretionary and advisory investments in traditional and alternative asset classes.
Investment Policy Statement development and evolution.
Design, development, and documentation of a formal research and investment policies and procedures.
Implementation of portfolio or platform-level top-down asset allocation strategy.
Onboarding, re-underwriting, and ongoing coverage of legacy and future holdings.
Investment manager sourcing and front-office due diligence.
Initial and ongoing operational due diligence.
Investment committee participation.
Manager and portfolio level quantitative analysis, portfolio optimization, sizing discipline, and reporting.
Concentrated stock management and diversification services.