(23) Memorial Trust Joint Planning Memo
April 02, 2015
... Regarding portfolio management, the combined investment teams freely exchange ideas, information and resources to ... Trust endowment with the Institute, the combined investment teams would work on a revised asset allocation for the combined read more...
Author: Lou Leeburg
Keywords:
investment team, Institute, Fetzer Franklin Fund, science, new ongoing work, Memorial, collaboration, contextualize science, existing, goodwill
show more...
,
beyond, provide information, opportunity, outperformance, point, Institute elect, Nobel Prize physicists, Bruce, emerging cultural narrative, integrates, activity, large manifest, lean, inquiry, synthesis paper, relational reality, vacation time, investment team currently consists, Jan, either continue, science component, beginning, common work, preliminary, subsequent collaboration between Jan, hard, perpetuity ability, foundational questions, new work, process, Tina, governance, strategic partnerships, Fetzer Franklin, questions, format, vision, advance understandings, balances, team consistently outperforms, endowment median returns, Trust endowment, Cambridge specifically Kevin, pros, addition, Rob Lehman Chair Fetzer Institute, expanding, world class reputation contacts, spirit, Fund, April, solid, term, become sustainable, legacy checks, Leeburg Category Trust Histories, May, investment, portfolios, minds, Bob, memorandum, grateful, successful science initiatives, concerns, preliminary draft, order, short, actively designing projects, portfolio, best practices, steps, Trust portfolio, consolidated, guiding purpose, ability, necessary, successes, exploring possible applications, Trust, resources, April Author, new spiritual story, include
show less
Category:
Trust Histories
Select up to 3 search results to generate a summary.