SIA is uniquely qualified to monitor and evaluate endowment and foundation investment managers’ performance. Our proprietary process has been honed over years of successful portfolio management while accommodating the ongoing changes that are part of the modern market. Managing this process is a well-seasoned investment team, consisting of three divisions, serving our clients at the highest level.
The Portfolio Management Division, led by our CEO and Chief Investment Officer, directs client relationships and portfolio management. In addition, these individuals serve as voting members on the internal Trends Committee and Investment Committee.
The Client Services Division, led by a Managing Director, is charged with establishing and maintaining client accounting reports. In addition, the professionals in this division coordinate asset transfers, oversee custodial relationships and fulfill all other requests.
The Research Division is led by our CEO & Chief Investment Officer and Research Co-Director, gather pertinent information from all external resources. This Research Division assists the Trends Committee and Investment Committee in allocating client assets and selecting investment managers. The Research Division also provides timely market and economic data and maintains communication with investment managers and other industry professionals.
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