Case Study: Managing a $1 billion portfolio for a prestigious US healthcare system

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In 2021, Partners Capital were hired as Outsourced Chief Investment Office (OCIO) for a world-renowned, not-for-profit medical organization. Prior to working with us, the client had a relatively traditional 60% equity / 40% bond-style liquid portfolio, with no exposure to alternative investments, including private markets. The client’s Investment Committee was comprised of sophisticated and seasoned…

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