Under this new partnership, Atlanta Consulting Group will take on the discretionary management of the Community Foundation for Mississippi (CFM) investment portfolios, bringing specialized expertise and operational efficiency to the organization’s investment program.
As OCIO, ACG will assume responsibility for critical investment functions, including:
• Strategic Asset Allocation: Developing and maintaining a strategic asset allocation plan tailored to CFFM’s long-term objectives and risk tolerance.
• Manager Selection and Oversight: Vetting, selecting, and monitoring the investment managers who will execute the portfolio’s strategy.
• Risk Management: Implementing comprehensive risk management processes, including proactive monitoring of the portfolio.
• Investment Policy Governance: Working closely with CFFM’s board or investment committee to develop and adhere to the investment policy statement.
• Reporting: Providing transparent, comprehensive, and regular performance reporting.
“This appointment reflects our team’s deep expertise in institutional investing and our ability to craft customized solutions that align with a client’s mission and goals. We look forward to a successful, long-term partnership with CFM.”
~Kurt Hennek, Managing Partner, Atlanta Consulting Group
“In today’s complex and volatile market, we recognized the need for a dedicated investment partner. By outsourcing our chief investment officer role to ACG, we can leverage their full team of experienced professionals to make timely investment decisions and enhance governance, allowing our staff to focus on our core mission.”
~Jane Alexander, President and CEO, CFM
Community Foundation for Mississippi is a current client of Atlanta Consulting Group Advisors, LLC (“ACG”) and is not being compensated for sharing their opinion and experience with the firm. Compensation can create a conflict of interest and CFM’s comments may not be representative of any other person’s experience with ACG.