Webinar Replay: A Year in Review and 2024 Outlook
Last year was full of mostly positive economic and market surprises. Defying fears of a recession, U.S. GDP grew 2.5% fueled largely by strong consumer demand. Hopes that the Fed would achieve the…
New Fiduciary Insights Edition: Building Blocks and Costs of an Internal Investment Office
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…
Pat Torrey Featured at Portfolio Summits Fiduciary Investors East Summit
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 Participated in the CFA Society of Washington, DC’s Asset Allocation Panel
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…
Chris Lvoff Presents at AGB’s Upcoming Foundation Leadership Forum
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 featured in Nonprofit News Special Report
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…
Webinar Recording: CFA Institute’s Exposure Draft of the Guidance Statement for OCIO Strategies
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…
New Fiduciary Insights Edition: Climbing to the Top: Approaches and Outlook for Active Management in Institutional Portfolios
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…
CFA Institute’s Webinar: Exposure Draft of the Guidance Statement for OCIO Strategies
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…
New Fiduciary Insights Edition: How Many Eggs? How Many Baskets?
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…