On Monday, January 29, 2024, Chris Lvoff will speak at the Association of Governing Board’s (AGB’s) 2024 Foundation Leadership Forum in a plenary session titled, The Global Economic Outlook: Insights…

Chris Lvoff, CFA, ASA, Co-Chief Investment Officer, shared his thoughts for this “Special Report 2024: Traditional Investments Outlook,”, by Nonprofit News, a part of FIN News. The report provides…

We are delighted to share Strategic’s 2023 Sustainability Report, which provides an in-depth understanding of our efforts to help our clients achieve their long-term goals by integrating ESG and DEI…

Watch the replay of Strategic’s Joshua O’Brien, CFA, Ken Robinson, CFA, CIPM from CFA Institute, Philip Edwards from Curcio Webb, and Krista Harvey, CIPM from CFA Institute, as they explain the…

Are you curious about active versus passive management in institutional portfolios? Our latest paper analyzes the topic of active management and how careful manager selection when combined with…

On Thursday, September 28th at 1:00 p.m. ET, Strategic’s Joshua O’Brien, CFA, will join Ken Robinson, CFA, CIPM from CFA Institute, Philip Edwards from Curcio Webb, and Krista Harvey, CIPM from CFA…

Are you looking to optimize your portfolio’s alpha potential? Our latest paper analyzes the topic of diversification of active risk within a multi-manager portfolio. This edition of our Fiduciary…

Remembering our former Executive Chair for her visionary leadership, competitive spirit, and commitment to Strategic’s staff and clients. Michelle McCloskey, our Executive Chair, experienced a…

Are you looking for timeless strategies to improve your investment committee’s performance? If so, you don’t want to miss this video from AGB featuring a conversation with Charley Ellis, one of the…

On April 13th, twelve finalists across four tracks gave an elevator pitch of their startup ideas at the Annual New Venture Competition (NVC) for the GW Office of Innovation and Entrepreneurship.…