Our outcome-oriented funds combine and optimize a diverse number of asset classes along clear themes - absolute growth, opportunistic situations and stable value.
Global Return Fund
Our Global Return fund is a combination of complementary global equity managers, diversified across regions, styles and capitalization. The portfolio is specifically designed to ensure each manager is additive to the funds expected risk/return profile to avoid over diversification.
Stable Value Fund
Our Stable Value Fund is a combination of funds that invest in high-quality non-traditional credit and debt securities that is an appropriate solution for the capital preservation component of the fund; it is designed to minimize interest rate sensitivity.
Our Opportunistic fund is comprised of non-traditional alternatives such as agriculture, opportunistic credit and secondary private equity. It targets a higher return than the Global Return Fund and is complimentary to it.
Liability Driven Investment (LDI)
Our Liability Driven Investment (LDI) product is a customized, low-cost solution liability-matching strategy that matches your liability structure through a combination of government and high-quality corporate fixed income securities.
Endowments and foundations face a unique investment proposition. There is no appetite for losing capital while at the same time there is a need to sustain a consistent, targeted return to support regular withdrawals. Drawing on our actuarial background and proprietary tools, we are uniquely positioned to model the E&F dilemma, taking into account projected spending, contributions and capital market assumptions to produce a customized and optimal asset mix. From this, we develop an investment strategy and select best in class money managers and investment products to implement the strategy.