Trimming Fat, Sniffing for Truffles: Opportunities and challenges in the maturing investment cycle.
Bruce Myers discusses why he thinks outsourcing is here to stay.
With experience, people, and resources, we aim to replicate best practices of high-performing investment offices for nonprofits, pensions, and private wealth.
We can skillfully guide your investment decisions or offer you a sounding board for ideas.
We can bring more than 40 years of manager research and due diligence to your desktop with our investment office tools and services.
Diversified growth funds (DGFs) have garnered significant attention and assets—particularly amongst UK defined benefit pension schemes—as a less volatile source of long-term growth. DGFs can be valuable tools for pension portfolio management, but only if trustees understand what they are buying and how it fits into the context of the total portfolio. The simple bifurcation of the available products into traditional and absolute return strategies can be a starting point for trustees to help make sense of the market and set appropriate risk/return expectations across different market environments.
Explore how we help nonprofit institutions, pensions, private families and other institutional investors tackle a variety of real world investment challenges.