Sophia Wang

Non-Profit Associate


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.

Key investment issues in 2021

January 2021
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 2020
A useful framework for non-profit fiduciaries to help support the needs of their communities for generations to come.