These boards have oversight of over $25 billion in endowment and pension funds.
In these capacities, he has:
- conducted an asset-liability study and developed a surplus management policy
- conducted and analyzed asset allocation studies
- developed and revised Investment Policy Statements
- conducted manager searches
- transitioned endowments to a multi-manager structure, and vice versa
- formulated watch-list criteria
- evaluated general investment consultants
- evaluated real estate investment consultants
- analyzed enhanced indexing vehicles
- analyzed hedge fund of funds
- analyzed direct energy investments
- analyzed diversifying asset classes
- reviewed target date funds
- reviewed defined contribution investment menus
- ... among many other activities
Posts
