Tufts University

Generated outreach message alignment report
1. You maintain a meaningful allocation to marketable alternatives to diversify and mitigate public-equity downside.
Our owner-managed, high-conviction hedge strategy targets low correlation and downside protection, adding a distinct diversifier alongside your TRP’s equity risk.
Evidence
“TRP is a diversified, multi-asset class portfolio designed to meet long-term return objectives while mitigating a portion of the downside risk associated with public equity markets.” “Marketable alternatives - - 1,297 442,676 443,973”
2. You actively partner with emerging managers and new launches—not just large, established firms.
As a small-AUM, entrepreneurial, owner-managed firm, we fit your openness to high-conviction boutique managers early in their scale curve.
Evidence
“We believe this can come in many forms and we actively partner with established firms as well as emerging managers and new launches.”
3. Your portfolio and benchmark are explicitly global, with material foreign/global equity exposure and focus on non‑U.S. markets.
Our concentrated best‑ideas strategy has a global mandate with emerging markets capability, aligning with your global policy benchmark and foreign/global equity sleeves.
Evidence
“investment policy benchmark (a simple 70% global equity / 30% U.S. bond portfolio)” “Public equity foreign ... 270,474 ... Public equity global ... 122,827” “international markets outperforming U.S. markets for the first time in several years”
4. You allocate to marketable alternatives that use derivatives, shorting, and leverage, and permit managers to employ derivatives within NAV‑priced vehicles.
Our global long/short approach uses derivatives prudently to manage risk and correlation—fully consistent with your accepted toolset and fund structures.
Evidence
“Marketable alternative funds consist of limited partnership investments in stocks, bonds, commodities, currencies, derivatives and other instruments and often use non- traditional portfolio management techniques including shorting, leveraging, arbitrage and swaps.” “Investment fund managers may invest in derivatives, and the value of these positions is reflected in the net asset value (“NAV”) of the respective funds.”
5. You evaluate performance over long multi‑year horizons with an ~8% long‑term return objective to support spending.
We have a long track record focused on compounding with controlled drawdowns, aiming to contribute durable returns that match your multi‑decade lens.
Evidence
“with the TRP matching the simple portfolio benchmark over 5-, 10-, and 20-year horizons, while experiencing significantly less downside in bearish market periods.” “The members of the Board and Investment Committee at Tufts look at the endowment return over multiple periods, and not any single year” “Long-term rate of return on assets 8.20% 8.20%”
6. You require ESG integration and have explicit climate exclusions that are communicated to managers.
We can align with your fossil‑fuel restrictions and provide transparent ESG integration and reporting within our investment process.
Evidence
“The Investment Office engages all prospective investment managers during the due diligence process to understand their philosophy and approach to integrating ESG and DEIJ” “The RIAG recommendations also affirmed restriction of direct investment in 120 coal and tar sands reserve companies... Tufts has no direct investments in those companies and we will not make any. We’ve communicated our expectations on this issue to all the managers of the funds in which we invest.”
7. Your operating model favors commingled/NAV vehicles with monthly valuation and a range of liquidity terms.
Our fund offers NAV‑based reporting and institutional liquidity (e.g., monthly/quarterly), fitting seamlessly into your TRP’s pooled, share‑based framework.
Evidence
“The fair value of the pooled assets is determined each month and the resulting value per share is used to account for funds entering or leaving the pool.” “Measured at Net Asset Value (NAV)” “Marketable Alternatives 442,676 Ranges from monthly to annual 3 - 180 -”