Our Approach

To ensure that the investment management process integrates with a client’s mission, we utilize an entity-wide perspective to match asset allocation to risk profiles and return targets. We wish to ensure, for example, that the endowment’s exposure to volatility will not impair the client’s need to service debt during a market downturn.

Well-defined investment policy and strategy statements are essential tools in managing the risks and opportunities of the capital markets. We know how to embrace the types of decisions that can add value and avoid the types that cannot. We know the value of maintaining a broadly diversified portfolio with focused, differentiated risks taken in a mix of geographies. Investment opportunities are managed and, in some cases, pooled so that all clients’ manager structures reflect our best ideas.

We help clients take risks in the right places, at the right times and for the right reasons. We don’t blindly follow the so-called “Yale model” or any other backward-looking strategy for that matter. Yet we benchmark ourselves against the best and brightest to help us test the rigor of our thinking. We seek investment opportunities that stand on their own merits, which collectively help our clients outperform.