Partnering for Successful Stewardship
Prudent oversight of a significant institutional investment portfolio demands the reliability of a consistent and disciplined investment approach, a long-term outlook, and a focus on risk management.
Our team has decades of experience in helping institutional clients meet and exceed their organization’s long-term financial objectives. We work with religious institutions, foundations; endowments, corporations, and corporate retirement plans across the United States.
JAG offers institutional clients the ability to customize portfolio parameters according to a variety of criteria. As signatories of the UNPRI, we have particular expertise in incorporting ESG and SRI criteria into the portfolio construction process.
We view ourselves as collaborative partners in our clients’ stewardship efforts. As such, we provide ongoing and direct access to our portfolio management professionals to enhance communication with governing boards, investment committees, and stakeholders.
Building a Unified Platform
A women religious organization needed to build a unified platform to manage investment assets and deliver individualized tax reporting services for several hundred members. After researching the client’s needs and assisting them in drafting a detailed RFP, JAG helped the organization select an employee benefits administrator that built an efficient and cost-effective tax reporting platform. The client employs a blend of JAG’s managed equity and fixed-income solutions to provide their members with a combination of current income, capital preservation, and the potential of earning attractive long-term total returns.
Customizing a Growth Strategy
A large insurance company required an equity manager with the capability to deliver attractive long-term total returns while minimizing net realized portfolio losses. In conjunction with the client and their outside consultant, JAG developed a customized version of our Large Cap Growth strategy to meet their needs.
Developing an Investment Platform for a Non-Profit
A non-profit organization needed to move from primarily utilizing banking products to a fully developed investment program. JAG served as an advisor in helping their board develop an investment policy, create objectives, and implement their investment program. The client utilizes JAG’s managed equity and fixed-income solutions to meet their investment objectives for both current operating needs and the long-term growth of their endowment.