Investor Relations Website
Institutional LPs®

has several technology

platforms with user-facing websites.

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LPs have ties to this

These LPs include major endowments, foundations and pension funds.

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

LPs that have ties to this include many of the largest and most successful. Relationships with LPs are key to this. Confidential discussions are also key.

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.

LPs require these

LPs require the Yale Endowment,
Canada, Norway and Dutch models.

These are the gold standard for LPs. LPs require these for several reasons, including best practices, fiduciary duty and statutory requirements.

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

Many large LPs use the Norway model. This includes Norway's Sovereign Wealth Fund, known as the ‘‘Oil Fund.’’ It has $1.7 Trillion in assets. It's the world's largest sovereign wealth fund.

LPs also use the Canada model, such as major pension funds OTPP, CPPIB, OMERS, CDPQ, PSP, AIMCo, HOOPP, and BCI. These have $2.1 Trillion in assets.

Many large LPs use the Dutch model. Mercer and CFA Institute rank Dutch pension funds as best in the world. This includes Dutch pension fund ABP. It has $600 Billion in assets.

Yale Endowment model

LPs require the Yale Endowment model.

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. This model is the gold standard for many LPs.

Canada model

LPs require the Canada model.

LPs that require the Canada model include pension funds, governments, and sovereign wealth funds.

Ontario Teachers' Pension Plan (OTPP) created the model. It has $200 Billion in assets. It is fully funded to meet its obligations.

Canada's largest pension funds have used the model. These include CPPIB, OMERS, CDPQ, PSP, AIMCo, BCI, and HOOPP. These are known as the ‘‘Maple 8’’ or ‘‘Maple Revolutionaries.’’ These have $2.1 Trillion in assets.

Private markets are key to the Canada and Endowment models. This includes venture capital, private equity, private debt, and real estate.

Top-tier investment firms and GPs are key to the Endowment model. Direct investments and in-house investors are key to the Canada model.

Norway model

LPs require the Norway model.

LPs that require the Norway Model include endowments, foundations, sovereign wealth funds, and pension funds.

Norway's Sovereign Wealth Fund, also known as the ‘‘Oil Fund’’, created the model. In doing so, Norway and the Oil Fund made history.

The Oil Fund has $1.7 Trillion in assets. It is the largest sovereign wealth fund. It is managed by Norway's central bank (Norges Bank). It is also known as Government Pension Fund Global.

LPs using the Norway model differ from those using the Endowment and Canada models. The Norway model is the opposite of those. Public markets and passive index investing are key.

Dutch model

LPs require the Dutch model.

LPs that require the Dutch model include investment banks, pension funds, and insurance firms.

Mercer and CFA Institute rank pension funds in the Global Pension Index. The Dutch rank as best in the world.

The Dutch National Civil Pension Fund, known as ABP, is a pioneer of the model. It has $600 Billion in assets. It is fully funded to meet its obligations.

LPs using the Dutch model are unique. These LPs do not focus on maximizing returns. The focus is on meeting future obligations. Liability driven investing, aligning assets with liabilities, and hedging unfunded liabilities are key.

$100 Trillion

LPs manage $100 Trillion.

Wall Street Journal, Bloomberg, CNBC, and Reuters report that LPs manage well over $100 Trillion in assets.

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 $100 Trillion
for 100 Million people.

CNBC, Reuters, and Wall Street Journal report that LPs manage $100 Trillion for well 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.

Bloomberg, CNBC, Wall Street Journal, and Financial Times report that these problems are well over $100 Trillion. These impact over 100 Million people.

$100 Trillion ‘‘Retirement Crisis’’

Bloomberg, CNBC, Wall Street Journal, and Financial Times report this is over $100 Trillion. It's a big problem for LPs. It impacts over 100 Million people.

The ‘‘Retirement Crisis’’ is also a big problem for society. It includes funding shortfalls, unfunded obligations, and insufficient retirement savings.

LPs require the Yale Endowment,
Canada, Norway and Dutch models.

These are the gold standard for LPs. LPs require these for several reasons, such as best practices, fiduciary duty and statutory requirements.

For many LPs, it's a major challenge to use these models. These LPs have significant challenges, problems, pain points, and inefficiencies in doing so.

It's a major challenge for LPs. For the technology platforms, it's a virtuous circle that begins and ends with LPs.

LPs have major challenges

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.

Confidential discussions with LPs

Confidential discussions with LPs have led to a deep appreciation of these challenges. Relationships with LPs are key to this.

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.

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.

LPs require this

Just as LPs require the Yale Endowment, Canada, Norway and Dutch models.

For LPs, these are the gold standard. LPs require this for the same reasons, including best practices, fiduciary duty and statutory requirements.

Since LPs require this, there is demand from LPs. Demand from LPs is key. Demand from LPs is the foundation of Institutional LPs technology platforms.

Demand from LPs is the positive result of relationships and discussions with LPs. These include major endowments, foundations, and pension funds.

For many LPs, it's a major challenge to use these models. These LPs have significant challenges, problems, pain points, and inefficiencies in doing so.

It's a major challenge for LPs. For the technology platforms, it's a virtuous circle that begins and ends with LPs.

About

LPs have ties to this

LPs that have ties to this include many of the largest and most successful. Relationships with LPs are key to this. Confidential discussions are also key.

These LPs include major endowments, foundations, sovereign wealth funds, and pension funds. It's a virtuous circle that begins and ends with LPs.

LPs require the Yale Endowment,
Canada, Norway and Dutch models.

These are the gold standard for LPs. LPs require these for several reasons, such as best practices, fiduciary duty and statutory requirements.

Yale Endowment model

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

Norway model

Many large LPs use the Norway model. This includes Norway's Sovereign Wealth Fund, known as the ‘‘Oil Fund.’’ It has $1.7 Trillion in assets. It is the world's largest sovereign wealth fund.

Canada model

LPs also use the Canada model, such as major pension funds OTPP, CPPIB, OMERS, CDPQ, AIMCo, PSP, HOOPP, and BCI. These have $2.1 Trillion in assets.

Dutch model

Many large LPs use the Dutch model. Mercer and CFA Institute rank Dutch pension funds as best in the world. This includes Dutch pension fund ABP, which has $600 Billion in assets.

LPs manage $100 Trillion
for 100 Million people.

Wall Street Journal, CNBC, and Reuters report that LPs manage $100 Trillion for over 100 Million people.

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

LPs have a $100 Trillion problem.

Bloomberg, CNBC, Wall Street Journal, and Financial Times report that these problems are well over $100 Trillion. These impact over 100 Million people.

For example, the ‘‘Retirement Crisis’’ is a big problem. It includes funding shortfalls, unfunded obligations, and insufficient retirement savings.

Shared values with LPs are the
foundation of Institutional 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.

LPs require this

Just as LPs require the Endowment, Canada, Norway and Dutch models. LPs require this for the same reasons, including best practices, fiduciary duty and statutory requirements.

Since LPs require this, there is demand from LPs. Demand from LPs is key. Demand from LPs is the foundation of Institutional LPs technology platforms.