基金会 & 捐赠基金

特殊的服务

We are dedicated to building meaningful long-term relationships with you and your team. 阅读更多 > Our 顾问s and relationship managers provide personalized attention in a family-friendly environment that giant banks and Wall-Street firms simply can’t match. Our experienced and responsive staff works diligently to ensure every detail is handled properly. Everyone at 卡罗莱纳州投资咨询 is committed to service that exceeds expectations. 拉菲娱乐平台的业务是为您服务的.

手工制作的经验

Throughout our 20-year history we have helped our institutional clients navigate the complexities of modern finance. 阅读更多 > We know the importance of listening carefully to understand each organization’s unique situation. 多亏了拉菲娱乐平台的独立, we are free to pursue the best interests of our clients without the inherent conflicts found in well-known financial conglomerates that sell their own proprietary products.

专家的指导

Our clients benefit from all the expertise of our team of professionals working together to provide insights and guidance. 阅读更多 > This combined breadth and depth of knowledge lets us simplify the complex, 解决不确定性, 并为你的组织规划最好的路线. We combine considerable experience with a commitment to continuing education and research. 拉菲娱乐平台帮助您设计投资政策声明, 制定广泛的资产配置政策, 实施年度支出政策.  We have the joy of experiencing long-term trusted relationships with our institutional clients, 支撑开放, 有爱心的, 以及在整个市场周期内的稳定引导.

您的组织是为长期发展而建立的.
为什么不这样投资呢?

投资组合管理

We have enjoyed decades long partnerships with our non-profit organizations.  每个组织都有独特的需求、机会和挑战.  We co-create portfolios with you by taking into account the unique challenges that face each board.  拉菲娱乐平台的投资组合是长期的, 考虑到短期的需要.  拉菲娱乐平台的投资流程包括:

  • 战略 & 战术资产配置框架
  • 自营投资经理研究
  • 制定投资政策声明
  • 支出政策咨询
  • 继续教育委员会
  • 持续的管理监控

资产配置

无论是股票, 债券, 现金, 液体的替代品, 或私人投资,如股权, 债务, 和房地产, 选择正确的资产组合至关重要.  事实上, numerous studies on the topic have concluded that a substantial percentage of returns can be explained by the asset allocation decision, rather than the selection of individual securities within the asset class.*

We focus on capital preservation and downside risk management in all of our allocation policies.  We believe in a global approach to allocation to mitigate risks of home country bias.  We balance the science and art of asset allocation by taking into account a wide variety of inputs:

  • Construction of efficient frontier through mean variance optimization
  • 资产类别的长期和短期预期回报
  • 资产的相关性
  • Organization’s liquidity needs, risk tolerance, and behavioral factors

*研究包括Brinson (1986), Ibbotson & 卡普兰(2000),亨塞尔,埃兹拉和伊尔昆(1991)

自营投资经理研究

Our Consultants and Research team undertake a rigorous due diligence process when selecting investment managers.  We employ an independent approach that limits conflicts of interest because we do not offer proprietary investment products.  Our job is to find our clients the best investment strategies within each asset class and implement the strategies in the most efficient ways.  Our decision to not provide our own investment management products puts us on the same side of the table as our clients as we have no vested interest in any particular strategy.  拉菲娱乐平台的研究过程包括:

  • 定量筛选筛选了所有的经理
  • In-person meetings provide a qualitative assessment of the managers
  • 持续监控和寻找新的资金, 包括收听每季度的电话, 主持投资委员会会议, 出差去见经理
  • Our proprietary focus list provides a framework for reviewing managers and taking action

投资政策声明

Creation of the 投资政策声明 (IPS) is a crucial step towards preparing your organization for long-term success.  The IPS allows for seamless transitions of board members and investment managers.  IPS应该概述如下:

  • 具体说明组织的目标和目的
  • 各方(董事会成员)的角色, 小组委员会成员, 顾问, 经理)和每个成员的受托责任, 如果适用的话
  • 为衡量成功定义一个基准和时间范围
  • 战略资产配置目标 & 战术资产配置范围
  • Outline investment categories or types that are excluded from inclusion in the portfolio
  • 为投资决策制定规则
  • 陈述对经理的评估过程

开支政策

您的组织是否努力寻找正确的支出政策?  拉菲娱乐平台可以帮助.

While in some scenarios a spending policy is rather cut and dry due to legal or other guidelines, in other cases setting the right spending policy can be a challenge.

作为受托人, you are tasked with making decisions that are in the best interest of your endowment, 基金会, 或组织.  相互竞争的利益, 板动力学, and improper assumptions can anchor an organization to the wrong spending policy.

有几十年的机构工作经验, we have a unique vantage point that allows us to consult with your board to help balance ongoing liquidity needs with the need for an endowment to live in perpetuity.

教育委员会

金融投资教育是拉菲娱乐平台服务的核心.  We understand that your board members and other people who run your organization are extremely busy managing careers, 家庭, 和志愿工作.  We enjoy providing ongoing education tailored to your team and especially your new members.

Education can vastly improve your board’s decision making process and can mitigate the risk of grid lock and slow decision making.  Our goal is to help drive efficient and thoughtful decision making so that your organization can focus on serving its mission.  拉菲娱乐平台与您合作,实施一个健全的投资流程.

  • 资产配置教育
  • 投资选择教育
  • 诚信教育
  • 支出政策教育
  • 董事会结构的教育

Everyone at 卡罗莱纳州投资咨询 is committed to service that exceeds expectations.  拉菲娱乐平台是为您和您的特殊需求服务的.

性能报告

Our third party performance reporting software provides a comprehensive view into the financial health and ongoing success of your organization.

  • 任何时期的总报表
  • 一段时间内的现金流监控
  • 历史和当前的资产配置
  • 个人基金与投资策略表现
  • 基准测试
  • 逐个帐户和整体组织报告

We happily provide our boards with ongoing reporting and commentary as part of our service model.  简单地说, we offer fully custom performance reporting to ensure that our presentations are built to serve you.

  • 帐户访问