Arizona State University (ASU enterprise partners)

Generated outreach message alignment report
1. You actively allocate to hedge funds and diversifying/low-correlation strategies, and have noted benefits from them.
Our high-conviction, low-correlation hedge fund profile is built to be a diversifier within an endowment pool that already values hedge funds and diversification.
Evidence
“The Pool invests in a variety of asset classes, including common stocks, fixed-income, foreign investments, private equity and hedge funds.” “Diversifying strategies 263,659” “Jeffrey Mindlin said ASU benefited from real assets and hedge fund investments.”
2. Your endowment embraces global exposure, including U.S. dollar–denominated foreign investments, with large allocations to global equities and global fixed income.
Our global mandate (including emerging markets) and ability to manage currency risk fits your openness to international exposures in the endowment pool.
Evidence
“The University’s endowment funds are invested in an external investment pool managed by the ASU Foundation, which include U.S. dollar denominated foreign investments.” “Global equities 652,111 ... Global fixed income 390,824” “The Pool invests in a variety of asset classes, including ... foreign investments”
3. You have explicit sustainability goals (Net Zero by 2035), a Sustainable Responsible Impact Pool, and align with PRI/impact initiatives.
We integrate material ESG/climate risk in research and can report emissions metrics, aligning with your sustainability policies and SRIP expectations.
Evidence
“Net Zero Commitment: In April 2021, the ASU Foundation announced a Net Zero commitment for its endowment portfolio to achieve carbon neutrality by 2035.” “ASUEP endowment is invested in the Long Term Investment Pool (LTIP) and the Sustainable Responsible Impact Pool (SRIP).” “Principles for Responsible Investment, an international network of investors working to advance sustainability principles into investment practices.”
4. You select and oversee external managers via the ASU Foundation Investment Committee and conduct due diligence on manager policies, procedures, and controls.
As an owner-managed boutique with institutional-grade ops and reporting, we fit your external manager model and diligence standards.
Evidence
“The committee approves university investment policies, selects investment consultants and managers, monitors performance, and advises on investment strategies.” “ASUEP exercises due diligence in assessing the policies, procedures and controls implemented by external investment managers.” “ASUEP ... assets ... are held, along with other marketable securities, by outside investment managers for the benefit of the ASUEP.”
5. Your long-term objective emphasizes a predictable, inflation-beating payout stream and intergenerational equity, with a disciplined spending policy (3.25%–4.25% of trailing 12-quarter average).
Our low-correlation, downside-aware approach aims for smoother compounding to support stable real payouts through cycles.
Evidence
“The long-term financial objectives of the pools are to produce a relatively predictable and stable payout stream ... and to preserve inter-generational equity by achieving growth ... at least keeps pace with the general rate of inflation, net of spending.” “For FY 2025, the spending rate ... increases spending distributions by the trailing one-year inflation rate ... as long as distributions do not exceed 4.25 percent or fall below 3.25 percent of the trailing 12-quarter average market value.”
6. You are comfortable investing via pooled, unregistered commingled vehicles with monthly mark-to-market/NAV reporting.
Our fund structure provides monthly NAV, detailed transparency, and standard institutional reporting to slot cleanly into your pooled program.
Evidence
“The ASU Foundation Endowment Pool is not registered with the Securities and Exchange Commission as an investment company.” “The fair value of the University’s position in the Pool is based on the University’s proportionate share of the Pool, which is marked-to-market monthly.”
7. You can implement separate investment services agreements and donor-directed separate accounts when needed.
We can accommodate tailored exposures or SMAs/co-investments alongside our flagship where customization is required.
Evidence
“Included in the ASUEP’s endowment are ... held and maintained under separate investment services agreements.” “if donors restrict the investments, ABOR policy requires that the University invest those funds separately as directed by the donor”