Investment Beliefs: The Governance Bedrock

Investment Beliefs: The Governance Bedrock

Investment Beliefs: The Governance Bedrock

Recorded: 11 June 2019

  • Overview
    • Endowments and foundations are typically governed by volunteer investment committees who are charged with fiduciary oversight of a perpetual portfolio. Yet it’s difficult to maintain the discipline of managing a long-term portfolio as markets ebb and flow, investment fashions change, and investment committees turn over. The paradox of a virtually unlimited time horizon, while investment environments and organizations evolve, suggests the need for a critical tool in the governance toolbox in order to keep a clear focus and ensure successful outcomes. Crafted wisely, a set of agreed-upon investment beliefs can be an anchor for decision-making at every level, enabling endowments and foundations to sustain their spending needs now and in the future.
  • Why attend?
    • The paradox of a virtually unlimited time horizon, while investment environments and organizations evolve, suggests the need for a critical tool in the governance toolbox in order to keep a clear focus and ensure successful outcomes bedrock for decision-making at every level, enabling endowments and foundations to sustain their spending needs now and in the future.
  • Who should attend?
    • Investment Committee Members, Investment Board Members, Board of Directors and Investment Staff
  • Speakers
    • Chris Adkerson, CFA, CAIA, Partner and Endowment Segment Co-Leader, Pavilion, a Mercer Practice
      Texas Hemmaplardh , CFA, Partner and Endowment Segment Co-Leader, Pavilion, a Mercer Practice
      Russ LaMore , CFA CAIA, Partner and Foundation Segment Co-Leader, Pavilion, a Mercer Practice
      Cori Trautvetter , CAIA, Partner and Foundation Segment Co-Leader , Pavilion, a Mercer Practice