Investor Relations Website
Institutional LPs®

has several technology

platforms with user-facing websites.

Note: This website is for
Investor Relations use only.

Relationships with LPs

Relationships with LPs are the
foundation of Institutional LPs.

Endowments	Foundations
Pension Funds	Consultants
Funds of Funds	Investment Banks
Central Banks	Sovereign Funds
Governments	Insurance Firms
Health Systems	Outsourced CIOs
Private Banks	Family Offices

These relationships include ties with many of the world's largest and most successful LPs. These include major endowments, foundations, pension funds, and sovereign wealth funds.

Confidential discussions with LPs are the foundation of Institutional LPs. This deep bond of trust, respect, and shared values with LPs is continually deepened over time.

Demand from LPs

Demand from LPs is the foundation of
Institutional LPs technology platforms.

This demand is the positive result of relationships and discussions with LPs. LPs have major challenges, problems, pain points, and inefficiencies.

Since LPs have major challenges, there is demand from LPs for the technology platforms. It's a virtuous circle that begins and ends with LPs.

Yale Endowment Model

The Yale Endowment Model
is the gold standard for LPs.

Many of the most successful LPs use the Endowment Model. This includes HMC (Harvard), PRINCO (Princeton), YIO (Yale), SMC (Stanford), MITIMCo (MIT), and Penn Office of Investments.

Yale Investments Office (YIO) created the Endowment Model. In doing so, Yale and the YIO made history.

David Swensen was the YIO's leader at the time. His famous book, Pioneering Portfolio Management, introduced the legendary Model to LPs 25 years ago.

But for many LPs, using the Model is easier said than done. These LPs have major challenges, problems, pain points, and inefficiencies in doing so.

$100 Trillion in AUM

LPs manage over $100 Trillion
in assets under management.

LPs manage well-diversified, global portfolios across major asset classes. This includes public equities, fixed income, private equity, real estate, etc.

These portfolios have a long-term investment horizon. But they balance long-term capital preservation with short-term liquidity needs.

LPs each have unique investment objectives that they seek to fulfill. This ultimately benefits the 100 Million people who depend on LPs.

100 Million People

LPs manage over $100 Trillion
for over 100 Million people.

Endowments support universities and education, including student tuition, financial aid, cutting-edge research, and Nobel Prize-winning discoveries.

Foundations and charities support philanthropy, social welfare programs, and medical research that saves lives.

Pension funds give retirement benefits to 100 Million teachers, firefighters, nurses, police, and public employees.

Sovereign wealth funds support a country's economy and the well-being of its citizens and future generations.

The Problem

LPs have a $100 Trillion problem.

LPs have major challenges, problems, pain points, and inefficiencies. These are estimated at over $100 Trillion. These impact over 100 Million people.

Relationships and discussions with LPs have led to a deep appreciation of these major challenges. These impact endowments, foundations, pension funds, and other LPs around the world.

These challenges constantly evolve with macro conditions, monetary policy, and market cycles. LPs always have new and challenging problems.

Many of these challenges negatively impact the investment performance of LPs. That is, they negatively impact investment decisions and processes, such as portfolio management, asset allocation, and risk management.

LPs also have some very fundamental challenges. These include funding shortfalls, unfunded obligations, and insufficient retirement savings. The ‘‘Retirement Crisis’’ is a big problem for our society.

Vision

‘‘ Think about your parents.
Think about your grandparents.
Think about how hard they worked.

Think about a world where no one ever has to say, ‘ I'll never be able to retire.’

A world where no one ever has to say,
‘ I'll have to work until the day I die.’ ’’

Philip Casey

Institutional LPs

Purpose

Hardworking people should never
have to work in old age.

Hardworking people should never have to work until the day they die. This is a fundamental human right. LPs are essential to our society in making this happen.

Mission

To be the best in the world
at what we do on behalf of LPs.

We do what we do on behalf of LPs.

We do what we do on behalf of the
100 Million people who depend on LPs.

Shared Values with LPs

Shared values with LPs are the
foundation of Institutional LPs.

LPs are essential to our society. All LPs have a unique and important Mission. This ultimately benefits the 100 Million people who depend on LPs.

This deep bond of trust, respect, and shared values with LPs is continually deepened over time. It's a virtuous circle that begins and ends with LPs.

About