Take Control Through Outsourcing

Many institutions rely on one or more large pools of investments to support their operations. These investments are integral to the institution’s financial well-being, representing in some cases a large share of total assets, but investment management is seldom an integral part of the institution’s core mission and operations.

Stewards of these institutional pools of investments shoulder a wide range of complex responsibilities. Rarely, if ever, however, are adequate resources available internally to manage investments effectively. Adequately staffing and equipping an investment office is particularly difficult when the core mission is far removed from the world of investments.

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