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    1. Home | Institutional Investors
    2. Insights
  1. Portfolio Insights
  2. Portfolio Strategy

Committed to understanding industry issues and delivering best-in class custom solutions for your organization’s unique objectives.

As of Dec 31,2024

The commitment of a global leader and specialized team

Meet the Team

mack-kline

Mack Kline, Head of U.S. Endowments, Foundations & Healthcare

jean-walshe-hirez

Jean Walshe, CFA, CAIA,
Head of U.S. Endowments, Foundations & Healthcare Client Strategy

michael-smith

Michael Smith, Client Advisor, Endowments, Foundations & Healthcare

heather-arison

Heather Hewkin, Client Advisor, Endowments, Foundations & Healthcare

Who we serve

Thanks to proprietary tools and our expertise across asset pools (endowment; foundation; short-, intermediate- and long-term operating; defined benefit;defined contribution; and insurance), we provide enterprise level analytics to inform strategic asset allocation optimization. Our interests are aligned, since investment professionals’ compensation is tied to long-term performance, and portfolio managers and client-facing professionals also invest alongside clients in our strategies.

Explore our Flagship Insights

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