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Building momentum for the prudent adoption of smart & sustainable investment solutions for institutional asset owners, family offices, wealth managers, endowments, foundations, and plan sponsors. Skating to where the puck is going, not where it has been.
Expertise
Expertise
♦ Multi-Asset Class Portfolios
♦ Alternative Investments
♦ Risk Management
♦ Investment Policy Design
♦ Shareholder Advocacy
♦ Quantitative Analysis
♦ Risk Factor Modeling
♦ Benchmarking & Attribution
♦ Manager Due Diligence
♦ Risk Modeling Software
♦ Retirement Plan Design
♦ Board Engagement
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