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

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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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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