Jane Williams

SHGA manages a number of investment strategies across the risk-reward spectrum spanning from pure capital preservation to pure growth. Their approach involves a thoughtful, long-term view based on fundamental research. The firm’s team of portfolio managers take a disciplined, customized approach to constructing portfolios and optimizing them over time. SHGA’s core philosophic beliefs are predicated on the well-established concept that asset allocation is the primary driver of long-term returns. The firm has a broad mandate to invest around the globe and across asset classes. Their approach is a combination of top-down and bottom-up analysis.

Functions as a College/University

Operates as a community foundation

Operates not-for-profit association that exclusively represents the interests of federally registered investment advisory firms

SVCF's investment committee recommends policy and provides direction for the investment of the financial assets of SVCF. Cambridge Associates has been retained by SVCF to advise on policy, asset allocation and manager selection. The committee carefully considers capital market risk and return estimates to ensure the policy allocation is appropriate for the investment objective of each pool. The investment committee reviews the policy annually. Given their long-term view, the policy is revised infrequently and in modest ways.