The content contained herein is purely for informational purposes and is neither an offer to sell nor a solicitation of an offer to purchase any securities. Such an offer will only be made to pre-qualified investors by means of a confidential private placement memorandum and related subscription documents.

Jon Hirtle's Investment Resolutions

We are in a momentum-driven market. In 2014, assets that were expensive became more expensive while assets that were cheap became even cheaper. What should we, as serious investors, be thinking about in the New Year?

For several years Pensions and Investments has published Jon Hirtle’s New Year’s Investment Resolutions.  Although P&I is an institutional publication, Jon’s resolutions apply to families and institutions alike.  We look forward to sharing them with you here. 

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Widening the Scope Through ESG Integration

Hirtle Callaghan is driven by cutting-edge solutions and timeless professional values. We actively seek ways to best represent our client’s values and capture new opportunities that align with our cornerstone investment values of: price discipline, expansive breadth of opportunity, time horizon arbitrage and cost control. One initiative that we are excited about is the integration of environmental, social and governance (ESG) factors into some of our investment programs. Let’s take a closer look at this development and why we think it can be an important piece to the investment puzzle.

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An Analysis of Tail Risking Strategies

Given today’s elevated global capital markets and decreased VIX levels, many investors are revisiting “tail-risk” strategies for their investment portfolios.  A variety of strategies exist.  Most are designed to mitigate losses from a correction in the equity markets and generally include the use of derivatives to gain synthetic exposure to a particular index.

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