2020 Impact Report: Mapping Mission to Portfolio

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.

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Recent Insights

The Returns Horse Race Has Begun — But Does Measuring Up Matter?

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.

Largest OCIOs see scale as a friend. Others see an enemy.

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.

Could OCIO reporting standards bring light to opaque universe?

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.

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