Sophia Wang
Market Analyst, Non-Profit ＆ Healthcare
2022 Key investment issues
January 2022
Read this brief paper to learn what we’re doing to manage our clients’ portfolios using a cycle, value, and sentiment (CVS) framework.
2021 Mid-year check-in
July 2021
Read this brief paper to learn what we’re doing to manage our clients’ portfolios using a cycle, value, and sentiment (CVS) framework.
Non-profit spending policy options
June 2020
A useful framework for non-profit fiduciaries to help support the needs of their communities for generations to come.