Strategy

The Strategy Team, led by Que Nguyen, oversees the broad investment strategy and looks at long-term strategic objectives and decisions. 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 as an isolated structure.

Additionally, we manage the short-term, interim market portfolio and see that it’s always in compliance with our investment guidelines. We also provide a place for investment opportunity discussions across asset classes and the impact of decisions on the entire portfolio.

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

 

Strategy Team

Que Nguyen
Managing Director of Strategy
BA, Harvard College

Jeremy Heer, CFA
Senior Portfolio Manager
MBA, New York University
BS, University of Illinois at Urbana-Champaign

Baylee Rosonke
Portfolio Analyst
BBA, University of Iowa