Topics of Interest

The Investment Golden Rule

Effective capital allocation involves distributing financial resources in a way that aligns the goals and objectives of an organization with its investment program. It can be difficult to determine if all the components of the investment process are working together in aligning strategy with the program’s goals. We believe there is a framework that can… More

October 2019

Private Equity Portfolios for Small Plan Sponsors

In our latest Topics of Interest paper, we seek to address whether smaller institutions (

September 2019

Crisis Risk Mitigation

September 2019