November 28, 2023 | 13 min
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A Tailored Equity Approach for Foundations

Foundations find themselves standing at a significant crossroads. The traditional equity mandates, which have long been a cornerstone in the investment portfolios of foundations,...

November 14, 2023 | 11 min
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Navigating the Complex Landscape of Foundation Investments: A Series Exploration

It’s often tempting to bundle entities with seemingly similar objectives under one umbrella. A common practice in the industry is to group endowments and...

October 31, 2023 | 8 min
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Is the Magnificent Seven’s Grip on Markets Fading?

After a bullish start to the year, equity markets turned back from recent highs in the third quarter. The prospect of lingering inflation and...

October 16, 2023 | 10 min
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Implementing Futures for Risk Management: A Guided Approach

For institutional investors, it’s not enough to simply identify effective strategies for managing risk and enhancing returns. The real challenge lies in the implementation....

October 6, 2023 | 9 min
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Case Studies: Integrated vs. Overlay Futures Strategies

In our journey through the world of equity risk management and futures strategies, we’ve explored the benefits and considerations of both integrated and overlay...