Stairway Partners provides industry-leading investment management solutions to institutional investors seeking an efficient and cost-effective platform for managing their assets. Our expertise in portfolio construction and risk management comes from many years of experience managing assets for large institutional clients.
We emphasize the industry’s best practices, and offer services ranging from investment-only mandates where we manage a portion of the client’s assets based on specific need, to complete investment outsourcing where we deliver strategic planning and policy guidance, investment management and comprehensive performance reporting.
In the latter, we effectively serve as the institution’s outsourced Chief Investment Officer (OCIO), allowing trustees to better fulfill their fiduciary responsibility by focusing on policy and strategic oversight. This streamlines the decision making process, creates cost efficiencies and adds an important layer of accountability. Working in concert with directors, boards and financial staff we provide the following:
- Asset allocation modeling for specific liability structure, liquidity needs, risk parameters and return hurdles
- Strategic planning and investment policy guidance
- Discretionary investment advice and implementation for streamlined decision making
- Ongoing oversight and risk management
- Comprehensive performance reporting and attribution analysis
- Independent economic and capital markets research
- Delegated fiduciary responsibility (ERISA Section 3(38))