Advising Asset Owners
Success for long-term pools of capital is more about governance and resources than investment acumen.
Getting governance and resources right are table stakes for any chance at enduring success.
We help a wide range of asset owners on their most pressing strategic issues. Working with boards, investment committees, CIOs and/or CEOs on issues of governance and implementation for their investment programs.
Where We Add the Most Value
New Launches: Initiating a formal investment effort, internally or OCIO
Strategic Review: An outside voice to help assess a current approach
OCIO Selection: Initiating or replacing a OCIO relationship
Interim Oversight: Temporary CIO oversight during a transition
Candidate Evaluation: Support recruiting of CIOs and senior staff
Our Experience
We have first-hand experience as a part of the launch of two ten-figure endowments, and years working with and on investment committees, institutions and families as they evolve their investment functions.