Sophia Wang

Non-Profit Associate


2019 Mid-year check-in

July 2019
Read this brief paper to learn what we’re doing to manage our clients’ portfolios using a cycle, value, and sentiment framework.

Key investment issues in 2019: How we’re managing our clients’ portfolios

January 2019
Read this brief paper to learn what we’re doing to manage our clients’ portfolios using a cycle, value, and sentiment framework.

Non-profit spending policy options

June 2018
A useful framework for non-profit fiduciaries to help support the needs of their communities for generations to come.

Non-profit Newsletter (Focus) - Edition 3, 2017

October 2017
The third edition of the 2017 Non-profit Focus newsletter features articles from Russell Investment thought leaders on: how you can maximize the investment expertise of an outsourcing provider, ways to improve upon the endowment model, unpacks the hurdle rate of return that your portfolio needs to survive, and Harvard’s new multi-asset positioning, and why a total-portfolio approach to investing adds value in the long term.

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