Sophia Wang

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.