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Planning for Success
Developing and/or reviewing a Statement of Investment Policy that will represent the “strategic planning” document for your endowment or foundation’s portfolio
Problem Solving
Performing asset allocation and spending policy studies that will provide primary guidance for portfolio structure
Researching
Conducting traditional and alternative manager searches and recommending those managers whom we believe will best fulfill the investment mandates required to achieve portfolio objectives
Evaluating
Measuring and evaluating investment performance at the overall portfolio and individual investment manager levels
Educating
Educating your trustees and the investment committee on governance and contemporary investment management issues
Communicating
Conducting quarterly trustee and investment committee meetings to review progress toward the attainment of portfolio objectives | 