Harrison Ungar at Intentional Endowments Network

Harrison Ungar

Harrison Ungar published CornerStone Partners in Organizations 2022-09-08 15:05:18 -0400

CornerStone Partners

CornerStone Partners provides Outsourced Chief Investment Officer and investment office (OCIO) services to a select group of not-for-profit organizations. CornerStone and its clients build long-term partnerships designed to achieve investment outperformance and operational excellence.

https://www.cstonellc.com/
Harrison Ungar published Ownership Capital in Organizations 2022-09-08 15:05:12 -0400

Ownership Capital

Ownership Capital is a fundamental, long-term equity investment manager that combines fundamental company analysis with ESG integration and active engagement to achieve superior returns. The strategy was founded in 2008 by CIO Alex van der Velden as an in-house portfolio within the Dutch pension fund PGGM, and in 2013 spun-out to provide its investment services to other pension funds, foundations, and endowments around the world.

Investment Philosophy

We believe asset managers should act as owners, not traders. We create value by identifying high-quality companies and engaging directly with them to encourage long-term improvements to their business.

We are convinced that high-quality companies with the best corporate citizenship will also be the most profitable over the long term. This is even more so with increased pressure from social media, which means companies are now more publicly accountable than ever. Therefore, we fully integrate sustainability-related risks (including environmental, social and governance risks) into our financial framework.

Our view is that engagement is particularly effective if undertaken over the long-term in partnership with management. We therefore invest and engage with a ten-year investment horizon, which we believe is unique among public equity managers.

Our focused portfolio allows us to gain a deeper understanding of investee companies and engage with some of the world's leading management teams.

We help pension funds and endowments meet their fiduciary responsibility to act in the long-term interests of their beneficiaries and invest across generations by engaging with the companies they own to enhance their long-term risk-adjusted returns. Our Dutch pension fund heritage means we understand the unique challenges facing asset owners with long-term liabilities and our track record demonstrates that we have a history of delivering consistent performance to meet and exceed those obligations.

https://www.ownershipcapital.com/home
Harrison Ungar published Xponance, Inc. in Organizations 2022-09-08 15:04:08 -0400

Xponance, Inc.

Xponance, Inc. and subsidiaries, Xponance Alts Solutions, Aapryl, LLC

We are a multi-strategy investment firm whose primary goal is to be a trusted client solutions partner. Our name is derived from the word “exponent” and dually connotes our core objectives—to be a zealous champion for our clients; and to provide higher level engagement and a broader array of solutions to meet their investment needs. We are employee owned by women and diverse professionals, whose common passion is to do the right thing for our clients and each other.

Xponance^® is the successor firm representing the integration of two great legacy firms, FIS Group, Inc. and Piedmont Investment Advisors, Inc. FIS Group offers global and non-U.S. equity investment strategies by harnessing the investment edge and focus of proven entrepreneurial or emerging managers in a tested strategic framework. Our specialized due diligence techniques and product seeding strategies of capacity constrained strategies remain designed to generate sustainable alpha for our clients. Founded in 2000, Piedmont specializes in creating systematic, risk controlled active and passive equity strategies. Our fixed income strategies span the maturity spectrum and provide income and downside protection through differentiated off-benchmark and off the run securities. Our expansion into Alternatives strategies leverages Xponance’s long track record of sourcing, supporting and seeding Diverse & Emerging Managers to the private markets through a combination of bespoke capital structures and seeding.

Our history reflects successful transformation underpinned by our founding mission. As a former Chief Investment Officer of an asset owner, our founder and CEO, Tina Byles Williams, understands both the operating environment and challenges faced by our clients. This understanding, fueled by her passion for offering client solutions and providing opportunities for women and diverse investment professionals, led her to mortgage her home to establish Fiduciary Investment Solutions (FIS) in 1996. This commitment flows into our mission, which is to strive to serve our clients as a trusted solutions partner with investment excellence generated by diverse and entrepreneurial professionals, that remain our lodestar as we grow, diversify, and expand:

Mission

People

Emerging
Manager
Ecosystem

Community
Engagement

Earn the privilege to serve our clients: We listen and go the extra mile to earn their trust.

Working Together: We challenge each other to sharpen our insights, embrace diversity, and expect integrity and mutual respect.

Ownership: We are stakeholders that are fully accountable to our clients and each other.

Facts matter: We leverage data and technology to derive optimal solutions for our clients.

Xponance,^® together with its subsidiary companies Aapryl and Xponance Alts Solutions manifest a journey of successful transformation undergirded by our core mission and values. Together, we offer a broad range of investment solutions, managed by a deep bench of investment professionals, supported by a strong and more durable firm.
Harrison Ungar published Harrison Ungar in Team 2022-03-08 12:39:43 -0500

Harrison Ungar

Harrison Ungar (He/Him)

Program Manager, Sustainable Investing

[email protected]

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