Institutional Client Accounts & Mandates
Sovereign wealth entities, pension funds, endowments, multi-family offices, and bespoke fee agreements
Total Client AUM: $4.15B
CLI-01 · Public Pension
ActiveApex Sovereign Pension Fund
Allocated Balance:$1,420,000,000
Investment Mandate:Global Multi-Asset Absolute Return
Inception Date:2019-Q3
David Sterling, Chief Investment Officer
CLI-02 · University Endowment
ActiveNordic Endowment Trust
Allocated Balance:$850,000,000
Investment Mandate:Quantitative Long/Short ESG Focus
Inception Date:2021-Q1
Astrid Lindholm, Head of External Alpha
CLI-03 · Insurance General Account
ActiveVanguard Pacific Life Insurance
Allocated Balance:$1,200,000,000
Investment Mandate:Liability Driven Fixed Income & Hedging
Inception Date:2018-Q4
Kenji Takahashi, Senior Portfolio Director
CLI-04 · Multi-Family Office
ActiveGeneva Private Wealth Partnership
Allocated Balance:$680,000,000
Investment Mandate:Capital Preservation & Opportunistic Alpha
Inception Date:2022-Q2
Claire Beaumont, Managing Partner