June 01, 2021
Key Takeaways from 2020
Driving impact is in our DNA. We partner with our clients to advance their missions and contribute to a better world through their endowment portfolios.
Our impact investing program enables our clients to use their investment dollars to drive meaningful, positive impact for our planet and communities. We take a holistic approach, centering on stakeholder experiences and developing portfolios designed to meet our clients’ long-term impact and return objectives.
CIO Matt Bank joined a group of fellow CIOs on the Capital Allocators podcast to discuss how each of them is evaluating the benefits and risks of integrating AI into their investment practices today.
We believe the lower middle market remains one of private equity’s most durable and least crowded sources of outperformance. In our latest research report, we examine the data behind our thesis and explain why we think disciplined manager selection creates a distinct edge.
In this mid-year follow-up to our 2026 Outlook, we revisit the four themes shaping this year's markets—AI's debt-financed buildout, accelerating private market access, biotech's continued momentum, and a slowly healing real estate market—and take stock of what's playing out as anticipated and what isn’t.
Let’s start a conversation about how we can help.
