Chief Client Officer Jessica Portis sat down with four of TIFF’s board members, each representing different types of non-profit institutions that TIFF works with, to discuss their views on strategic asset allocation. Panelists included:
- Leena Bhutta, CIO Doris Duke Foundation
- Robert Durden, CEO/CIO UVIMCO
- Bola Olusanya, CIO The Nature Conservancy
- Alyssa Rieder, CIO CommonSpirit Health
The themes covered include: (1) a continued focus on strategic asset allocation aligned with your organizational profile, goals, and objectives, (2) a commitment to long-term investing while dynamically adjusting for market conditions, and (3) utilizing alternative investments as a means to achieve CPI+5%.
The group covered topics such as how they approach their Strategic Asset Allocation and potential changes to it, views on real assets exposure and the role they play in portfolios, and dynamic adjusts and the role they play in portfolio risk management.