About Team Analysis & Research Contact CLIENT LOGIN WHO WE SERVE A Trusted Partner for Endowments & Foundations HOW WE SERVE Outsourced Portfolio Solutions for Institutions Case Studies Our Process / Investment Policy Statement The first step in every engagement is to work carefully with the client’s stakeholders to review and update an Investment Policy that includes all of the necessary long-term objectives, defining return objectives, portfolio preferences and clear, appropriate benchmarks. / Economic Outlook Maintain an asset allocation framework based on careful firm-wide macroeconomic projections, including views on global economic growth, interest rates, central bank policy, fiscal policy, and corporate and consumer economic fundamentals. / Asset Allocation Add value through sound decisions based on the team’s decades of investment experience identifying the level and location of portfolio risk to form a view on the current opportunity among asset classes and secondary factors such as growth/value, high yield/investment grade, U.S./Non-U.S., large/small, private/public, etc. / Manager Sourcing and Selection More than 500 interviews each year ensures a robust roster of best-in-class managers to select from. Typical managers not only deliver clearly defined process-driven alpha, but typically are more concentrated in their holdings, limit their assets under management and deliver less-volatile returns. / Operational Due Diligence Operational due diligence is conducted independent of the investment team with a focus on organizational and back-office evaluation, financial statement analysis, regulatory review and counterparty confirmation. The operational due diligence team can veto any manager idea that does not meet its stringent criteria. / Portfolio Review and Reporting Designed to serve a select group of endowment and foundation clients, the team offers personalized client meeting reviews and customized reporting. Speak with our experts. Christopher G. Long Managing Director Contact Robert R. Teeter Managing Director Contact View Our Case Studies Summer 2021 SUMMER 2021 ISSUE Read this issue All Issues Featured Insights NEWS Robert R. Teeter / April 15, 2021 Economic Review & Investment Strategy: Q2 | 2021 Richard R. Hough III / October 26, 2018 The Most Important Metric All Articles QUICK LINKS Investor Relations Careers Terms of Use and Policies Form ADV Part 3—Form CRS Subscribe © 2021. All Rights Reserved. Web Design by Push10 Branding Agency.