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Inflections Newsletter – Issue 1: China Stimulus

Inflections Newsletter – Issue 1: China Stimulus

In this first edition of Inflections, we focus on ongoing developments in Chinese policy which we believe could have global economic and investment ramifications

Investor Perspectives
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Advancing the Endowment Model 

Advancing the Endowment Model 

The endowment model of investing, which advocates healthy diversification across traditional and alternative assets, has come under fire. At a…

Investor Perspectives
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Reinventing the Endowment Model – taking a dynamic approach to an established classic 

Reinventing the Endowment Model – taking a dynamic approach to an established classic 

For over 25 years, endowments and foundations have been applying the principles of the endowment model to secure the futures…

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Fair Fees and Alignment – Building Long-Term Partnerships with Best-In-Class Asset Managers

In 2014 we wrote our first whitepaper on “the war on fees”. At the time the proliferation of low-cost passive…