Solving Your Challenges


Generating Our Spending Rate

How can we meet our spending needs in the current investing environment?

It hasn’t been easy for institutions to earn what they spend in the past few years. The truth is, the possibility of poor performance for an extended period accompanies almost any investment approach. That’s why it’s important to understand if your business model and risk tolerance are flexible enough to adapt to difficult environments without having to sell off assets at a deep discount. That’s where we can make a difference.  Through an enterprise review, we help you understand what risks you might be taking. We stress test your portfolio and help you see how your investments might behave in different market conditions.  We help set or adjust your investment policy benchmarks accordingly. In the end, we build a portfolio that ties your risk and return objectives more closely to your long-term goals and shorter-term risk tolerances. With this information in hand, you can have open conversations with key stakeholders about whether your investment strategy strikes the right balance between achieving your long-term objectives while meeting short-term spending needs.

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