Strategy

The team, led by Prakhar Bansal, oversees the broad investment strategy and provides critical input to the development of the strategic and tactical investment policies of the University & UCMC endowments, pension plans and self-insurance trust assets, combining qualitative and quantitative analysis to achieve superior investment performance on a risk adjusted basis. Our role is unique because we understand that the overall strategy of the endowment has to be tailored to the University’s mission and future, not just considered in isolation.

Additionally, we manage the global macro and the overlay portfolio to ensure that the portfolio’s overall positioning is always in compliance with our investment guidelines. We also provide a place for investment opportunity discussions across asset classes and assess the impact of those decisions on the entire portfolio.

Together, through well-informed and structured rebalancing decisions, we work to generate consistent incremental returns and better risk management, and we partner closely with the risk team, asset class teams and the University’s Financial Services team to determine the best long-term strategy for the University’s endowment.

 

Strategy Team

Prakhar Bansal, CFA
Director of Strategy
MBA, University of Chicago Booth School of Business
MS, Ohio State University
B. Tech, Indian Institute of Technology

Christopher Rosemeyer
Portfolio Analyst                                                                                          BA, Boston College