Partners Capital Annual Investor Workshop 2017
Investment Committee Best Practice
The best performing investment committee (“IC”) recognises its primary role is one of governance, not investing. Charles D. Ellis, the long-time Chair of the Yale University Endowment investment committee made this very clear in his often-cited article on Best Practice Investment Committees, published in 2011 in the Journal of Portfolio Management. Charley stressed that the…
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The Role of Non-Traditional Betas
Making a Difference – Developing your Philanthropy Strategy
‘‘ Poor and restricted are our opportunities in this life; narrow our horizon; our best work most imperfect; but rich men should be thankful for one inestimable boon. They have it in their power during their lives to busy themselves in organizing benefactions from which the masses of their fellows will derive lasting advantage, and…
Read MoreCracking The Code on Manager Selection
This is an updated version of our whitepaper on what it takes to make a great investor which captures insights from legendary investors of the past as well as the next generation. The original version was written as a briefing document for three separate working dinners with distinguished asset managers, which took place in NYC,…
Read MoreInsights 2014 View on Emerging Markets
Guide to Absolute Return Investing
Partners Capital – Investment Models for Small to Mid-Sized Endowments
Outsourcing v Insourcing Investment Management 2013
The Most Basic Lessons of Investing
This note describes the most important learning about investing including some very basic principles and some useful tools. Many of these are rooted in fundamental academic research, and generally accepted. A few are only supported by what we believe to be compelling common sense. We would expect that the most sophisticated and successful institutional investors…
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