We have significant experience serving as investment committee members and chairpersons

SERVICES PROVIDED TO ENDOWMENTS & FOUNDATIONS

Development of Investment Policy Statements
Construction of investment portfolios
Assistance with investment committee governance
Audit and tax support for the finance office
Qualitative and quantitative due diligence on all investment managers within the investment portfolio to help you fulfill your fiduciary duties
Proprietary quantitative profile on legacy managers and a risk/return profile of each manager within the account
Consolidated performance reporting with benchmarking at the total portfolio, asset class and manager levels
Participation in meetings as determined by the Investment Committee