Managing an investment office for institutional investors can be a complex and costly endeavor. In the latest edition of our Fiduciary Insights series titled, Building Blocks and Costs of an Internal…
On February 15, 2024, Pat Torrey, Managing Director of Client Development, will participate in the Portfolio Summits Fiduciary Investors East Summit at the Ritz-Carlton in Philadelphia. The summit…
Nathalie Cunningham, CFA, CAIA®, Managing Director, Client Portfolio Manager, was delighted to participate in the CFA Society of Washington, DC’s Asset Allocation Panel on January 24, 2024. In…
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…
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…