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- A practical guide to SEC ï¬nancial reporting and disclosures for successful regulatory crowdfunding
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- The Health Equity Accelerator at Boston Medical Center
- Monosha Biotech: Growth Challenges of a Social Enterprise Brand
- Assessing the Value of Unifying and De-duplicating Customer Data, Spreadsheet Supplement
- Building an AI First Snack Company: A Hands-on Generative AI Exercise, Data Supplement
- Building an AI First Snack Company: A Hands-on Generative AI Exercise
- Board Director Dilemmas: The Tradeoffs of Board Selection
- Barbie: Reviving a Cultural Icon at Mattel (Abridged)
- Happiness Capital: A Hundred-Year-Old Family Business's Quest to Create Happiness
CornerStone Partners
內容大綱
Lumina, a foundation focused on increasing both access to and success in higher education for U.S. students, is dealing with the recent resignation of its chief investment officer. The CFO reviews the structure the firm has in place to manage its $1.1 billion endowment. Although the CFO and other finance and administration professionals at Lumina are temporarily overseeing the endowment, Maas recognizes that many other foundations outsource this responsibility to investment advisory firms. As part of his review, he invites a number of firms-including CornerStone Partners, from Charlottesville, VA-to make presentations to the Lumina management team. While each firm claims the ability to outperform its benchmark, Maas wonders exactly how the outsourcing would add value, and how this outperformance could be quantified.