The Role of Asset Allocation
What is Asset Allocation? The asset-allocation decision is one of the most important factors in determining both the return and the [...]
Research
Apr 22
Best Practices Research
By examining what the best investment programs are doing we gain an added dimension of evaluation that we can use to meet the specific needs of each client.
Apr 21
Asset Allocation Solutions
Background
A prospective client in the death-care industry has approximately $820 million in assets divided among four pools – Funeral Trust, Perpetual Care Trust (with capital [...]
Apr 20
Hedging Strategies
Background
Our client was the super high net worth family office of the only Forbes 400 List member in Louisiana. The family and related charitable [...]
Apr 15
Customized Investment Options Enhanced Cash and Securities Lending
Background
Our client was a group of three non-profit hospitals located in Louisiana, each affiliated with the same health system. Each hospital had two portfolios [...]