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.