Aligned Investing

``It’s about understanding what you own, and using that knowledge to manage risk and create value”

Steven D Sandler
Senior Managing Director, Investments

Start With Transparency:
Regardless of an institution’s mission or priorities, fully understanding the nature of its investment holdings is a fundamental element of risk management and investment optimization
Measure from the Bottom-Up:
While assessment of managers and funds is important, effective alignment prioritizes analysis of the underlying portfolio companies – where the real-world impact occurs
Conduct Independent Analysis:
Aligning the investment portfolio with client mission cannot be achieved with “one-size-fits-all” approaches – it takes client-specific analysis and decision-making
Data Quality is Paramount:
The quality of analysis is driven by the quality and objectivity of the data
Alignment is a Continuous Process:
Investing institutions and portfolio companies all evolve, so analysis must be equally dynamic and continuous.

Start With Transparency:
Regardless of an institution’s mission or priorities, fully understanding the nature of its investment holdings is a fundamental element of risk management and investment optimization
Measure from the Bottom-Up:
While assessment of managers and funds is important, effective alignment prioritizes analysis of the underlying portfolio companies – where the real-world impact occurs
Conduct Independent Analysis:
Aligning the investment portfolio with client mission cannot be achieved with “one-size-fits-all” approaches – it takes client-specific analysis and decision-making
Data Quality is Paramount:
The quality of analysis is driven by the quality and objectivity of the data
Alignment is a Continuous Process:
Investing institutions and portfolio companies all evolve, so analysis must be equally dynamic and continuous.