Disciplina 3Q24 Investor Letter
Your investment goals.
Your mission.
We can help you realize both.
"A life is not important except in the impact it has on other lives"
- Jackie Robinson
ABOUT DISCIPLINA
Disciplina helps resource-constrained institutional investors, including university endowments and charitable foundations, achieve their missions through an expansive global investment network and tailored solutions developed from our cohesive investment team's extensive firsthand experience at multi-billion dollar institutions.
WHAT WE DO
As an Outsourced Chief Investment Officer (OCIO), we provide our clients with investment scale comparable to multi-billion dollar organizations by giving them access to a global network of investment managers, asset classes and opportunities. We take a proactive, ongoing approach to sourcing and monitoring investments. We use our broad experience to develop a strategy based specifically on your goals, risk tolerances, return objectives, time horizons, liquidity requirements, liabilities, tax considerations, and legal & regulatory factors.
WHO WE SERVE
At Disciplina Group, we work closely with institutions, such as university endowments and charitable foundations, with the goal of maximizing the performance of their investment policies and portfolios. We understand our clients' perspectives because we've been in their shoes, having hands-on institutional investment management experience for endowments at both Vanderbilt University ($4 billion) and Emory University ($5 billion). Our experience is matched by our commitment to each client's mission — we offer a flexible platform that enables clients to invest based on their unique needs.
RECENT UPDATES
CONTACT US
1033 Demonbreun Street, Suite 300
Nashville, TN 37203
Office: (615) 490-6007
Fax: (615) 523-1173