We partner with educational institutions, including colleges, universities, and independent schools, aligning portfolios with institutional operating needs.
We enable private, operating, and community foundations to provide programmatic support for environmental, social, and cultural missions.
We engage with family offices and wealth advisors seeking differentiated access to private markets and other unique alternatives.
We invest for sophisticated sovereign wealth funds, healthcare organizations, operating companies, and others with distinct investment objectives and long time horizons.
As Matt Bank discussed with Institutional Investor, institutions should avoid the comparison game as endowment return season gets underway and focus instead on simply running their own race.
Many OCIOs remain divided on the issue of scale: some believe it is necessary for growth, others believe it can inhibit the search for alpha. Matt Bank shared his views with Pensions & Investments.
As part of Pensions & Investments’ OCIO Special Report, Matt Bank discussed how a crowded OCIO universe has presented challenges for institutions seeking to vet the right outsourced provider.
Let’s start a conversation about how we can help.
1 Representative client list, not inclusive of all client names. These clients have not been compensated or incentivized in any way for being included on this list. Inclusion does not constitute an endorsement. Client experiences may vary.
