Whitepaper PRO Partners Capital Investment Committee Member Charter – Template for Endowments Every investment committee (“IC”) has an approved Investment Policy Statement. Nearly as important, every IC should have a contract with… Whitepaper PRO Partners Capital Investor Risk Profiling Questionnaire This questionnaire helps us to understand and interpret a given client’s risk profile and investment goals and translate those into… Whitepaper PRO Asset Manager Due Diligence and Selection Criteria Great investment teams comprise those exceptional and rare individuals who can sustainably deliver excess returns through exceptional skill. We estimate… Whitepaper PRO Private Equity Post Acquisition Operating Value Added (PAOVA) Best Practice The essence of private equity investing is to be a better owner than the seller. The best way to be… Whitepaper PRO Partners Capital Risk-Managed Endowment Approach (PRMEA) Risk management is about knowing what you own. At the simplest level, Partners Capital’s risk management is achieved with our… Whitepaper PRO Cracking 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… Whitepaper PRO TAA Best Practices for Endowments & Foundations It is Partners Capital’s belief that, since the onset of the Global Financial Crisis, tactical asset allocation (“TAA”) needs to… View All Insights
