Manager Analysis
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Strategic Investment Advice


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Advisory Briefings

We have drafted briefing notes inspired by challenges faced by our foundation clients. Each note summarizes a client's predicament and describes how the clients reached a much improved result. Topics include performing manager searches, implementing practical governance practices, conducting OCIO searches, market comments, allocating to emerging managers, challenges in implementing ESG mandates, and other current considerations. 


We trust that the short articles (see links below) may provide you additional insights into challenges that you may be facing. As always, we look forward to working together with you to help solve your challenges, both large and small.   Want to learn more?  Please contact Chris Cutler, Tom Donahoe, or Safia Mehta at 917 287 9551.


Outsourced Chief Investment Office and Foundations
Manager Analysis and Portfolio Returns