Institutional Investing
Investment expertise for
your institution’s future.
Investment management and advisory for pensions, foundations and endowments. We connect portfolio strategy, private credit and other alternatives with the responsibilities that matter to your institution.
Your portfolio. Our focus.
Each investment decision should serve the institution behind it. We begin with your objectives, spending needs and risk tolerance, then bring structure to asset allocation, manager selection and ongoing oversight. Our role is to make the decisions ahead clearer—and the reasoning behind them easier to evaluate.
An investment partnership,
built around you.
Some institutions want an investment office to implement their strategy. Others want additional research and oversight while their committee retains control. We shape the scope around your governance, resources and portfolio, with a clear division of responsibilities from the outset.
Investment Management
Portfolio construction, manager selection and ongoing review across public markets, private credit and other alternatives, with implementation authority defined by your mandate.
Learn MoreAdvisory & Oversight
Independent research, manager evaluation and investment committee support to help you assess opportunities, understand portfolio risks and make informed decisions.
Learn MoreA broader view.
A disciplined approach.
Your portfolio deserves both perspective and precision. We bring investment research, private market knowledge and a wider lens to the questions that matter—always grounded in your institution’s objectives and responsibilities.
Investment policy & objectives
We translate the institution’s goals into an investment framework: required returns, spending needs, liquidity, time horizon and risk limits. That framework becomes the basis for allocation decisions, manager evaluation and a consistent review process.
Private credit & alternatives
We examine how private credit and other alternatives fit alongside the rest of the portfolio. Diligence considers underlying exposures, credit quality, leverage, fees, valuation and redemption terms—not simply a stated yield or a manager’s name.
Manager research & diligence
We evaluate the people, process, structure and economics behind an investment. The review considers concentration, overlapping exposures, incentives and operational arrangements, with conclusions documented for your committee.
Governance & reporting
We define who recommends, approves and implements each decision. Ongoing reviews connect portfolio exposures, liquidity, costs and performance with the objectives and benchmarks established in the investment policy.
Impact within the mandate
A broader range of professional and lived experiences can bring additional questions into the research process. Where your institution authorizes impact objectives, we establish explicit criteria and report them alongside financial results. Impact considerations remain subject to the mandate’s risk, return and liquidity requirements.
Resources for your
investment committee.
Good oversight starts with useful questions. Explore considerations for reviewing your investment arrangements, evaluating private markets and defining the support your institution needs.
Learn MoreLet’s discuss the future your capital supports.
Contact UsFrequently Asked Questions
Can our committee retain investment decision-making authority?
Yes. An advisory arrangement can leave approval and implementation with your institution while providing research, recommendations and ongoing review. A discretionary investment management arrangement assigns specific authority under an agreed mandate. The scope, responsibilities and reporting expectations would be set out before an engagement begins.
How can private credit fit into an institutional portfolio?
Its role depends on the institution’s objectives, liquidity needs and existing exposures. Our review considers the underlying loans and collateral, borrower and sector concentration, leverage, fees, valuation and the terms on which capital can be withdrawn. Any allocation should be evaluated as part of the whole portfolio; private credit involves credit and liquidity risks and may not suit every mandate.