Asset Owners, Managers Expect Uptick in Sustainable Investment Assets

Julia Zhan, Director of Investments and Head of Sustainability at TIFF, joined FundFire to discuss the increasing interest in clean energy investments among U.S. asset owners and how key organizations and frameworks are guiding sustainable investment strategies amidst the ongoing ESG debate.

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The materials are being provided for informational purposes only and constitute neither an offer to sell nor a solicitation of an offer to buy securities. These materials also do not constitute an offer or advertisement of TIFF’s investment advisory services or investment, legal or tax advice. Opinions expressed herein are those of TIFF and are not a recommendation to buy or sell any securities.

Oppenheimer Is Now the Biggest Bull on Wall Street. Thank AI.

In a recent discussion with Paul R. La Monica from Barron’s, Kane Brenan, CEO of TIFF Investment Management, commented on the comparison between today’s tech stocks and past market bubbles, stating that the “Magnificent Seven” are not as overvalued as the “Four Horsemen” of tech in 2000 or the “Nifty Fifty” in the 1970s.

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Disclaimer: To access this article, a subscription is necessary. Please note that TIFF does not possess the rights to distribute this content.

The materials are being provided for informational purposes only and constitute neither an offer to sell nor a solicitation of an offer to buy securities. These materials also do not constitute an offer or advertisement of TIFF’s investment advisory services or investment, legal or tax advice. Opinions expressed herein are those of TIFF and are not a recommendation to buy or sell any securities.

TIFF Investment Management Appoints Chris Bunzel and Anne Duggan to the Client CIO Group

Experienced Executives from Partners Capital to Enhance Client Service and Investment Expertise

Radnor, PA — December 4, 2024TIFF Investment Management (“TIFF”), an institutional asset management firm delivering comprehensive outsourced CIO (OCIO) and private markets solutions primarily to nonprofits, today announced the appointments of Chris Bunzel and Anne Duggan as Managing Directors in its Client CIO Group. In their new roles, Mr. Bunzel and Ms. Duggan will focus on building and strengthening relationships with current and prospective clients in support of their investment goals.

With more than 30 years of combined industry experience, Mr. Bunzel and Ms. Duggan join TIFF from Partners Capital, where they provided tailored investment advice and exceptional service to nonprofit clients.

“In our view, increasingly complex portfolios require a tailored investment approach, access to top-tier managers, and deep industry expertise to navigate the ever-changing landscape” said Jessica Portis, Chief Client Officer at TIFF. “The OCIO model is solving these issues across industries, and we are committed to investing in top talent that can work alongside our clients to deliver strong results. The additions of Chris and Anne underscore this commitment, and we are excited to welcome them to TIFF.”

“TIFF has built a reputation for investment excellence, nonprofit expertise, and a client-centric culture,” Ms. Duggan said. “I am excited to join this team and help continue the firm’s legacy of delivering exceptional service and strategic advice.”

TIFF aims to achieve investment excellence by fostering strong partnerships with managers who are recognized for their skill in identifying and seizing alpha-generating opportunities. The combined approach to diversified alpha generation consists of thoughtful portfolio construction, strategic manager selection, and dynamic adjustments, all aimed at delivering consistent performance for clients, regardless of market conditions.

“TIFF has been a trusted partner for clients through the ups and downs of the markets for over 30 years,” said Mr. Bunzel. “TIFF is respected industry-wide as a mission-driven organization that positions its clients for prosperity through a diversified investment approach. I am thrilled to join the dedicated Client CIO Group and continue to drive sustained performance for clients of all sizes.”

About TIFF Investment Management

For over 30 years, TIFF Investment Management has been a trusted partner, offering custom advice and investment solutions for nonprofit organizations and other institutional clients. Specializing in comprehensive Outsourced Chief Investment Officer (OCIO) and private markets solutions, we’ve assisted endowments, foundations, RIAs, family offices, and other institutional organizations in achieving their financial objectives and advancing their missions.

As an employee-owned Public Benefit Limited Liability Company (LLC), we are positioned to navigate any potential conflicts of interest, prioritizing lasting client partnerships. By cultivating a purpose-aligned culture through educational initiatives, charitable endeavors, and competitive fees, we strive to enhance the impact of our clients’ missions, to achieve their goals with confidence and clarity.

At TIFF, we are focused on the pursuit of investment excellence by cultivating strong relationships with managers renowned for their ability to identify and capitalize on alpha generating opportunities. Our diversified alpha generation approach, blending portfolio construction, manager selection, and dynamic portfolio adjustments, seeks to drive sustained outperformance for our clients, regardless of market conditions.

We offer a comprehensive range of solutions tailored to the distinct needs of nonprofit organizations, including advisory services and asset class-specific solutions. Our experienced team provides client-centric advice and investment programs designed to support long-term mission objectives.

As of September 30, 2024, TIFF manages approximately $7.6 billion in assets, including committed capital, on behalf of our valued clients.

Contact: For media inquiries, please email: pro-tiff@prosek.com.

The materials are being provided for informational purposes only and constitute neither an offer to sell nor a solicitation of an offer to buy securities. These materials also do not constitute investment, legal or tax advice. Opinions expressed herein are those of TIFF and are not a recommendation to buy or sell any securities.