Why SouthCol

What differentiates SouthCol is a holistic approach to stewardship that integrates fiduciary governance, mission empowering portfolios, and accountability to stakeholders.

EXPLORE OUR APPROACH FURTHER IN THE INTERACTIVE GRAPHIC BELOW
Mission

fiduciarygovernance

Disciplinedprocesses

accountability

Performanceimpact reports

Empowering portfolios

Portfolioconstruction

FULFILLING FIDUCIARY DUTY: STEWARDSHIP

Investment committees are stewards and have a stated legal duty to act in the best interests of their constituents. Effective stewardship is rooted in the implementation of substantiated and prudent governance and fiduciary practices. We provide investment committees with a disciplined fiduciary process that represents best practices in stewardship and fiduciary governance.

While investments are the engine of the portfolio, fiduciary governance is critical. Our well-articulated fiduciary process provides a disciplined governance system, based on laws, regulations, and best practices.

As a result, our clients—from boards to investment committees—are fully supported through the complexities of fiduciary governance.

ACCOUNTABILITY TO STAKEHOLDERS: PERFORMANCE EVALUATION AND COMMUNICATION

Investment committees are often provided standard investment performance reports, filled with industry jargon.

Our commitment to accountability extends beyond traditional performance reporting. We provide investment committees with a variety of tools to share with their boards and stakeholders. Our performance and communication reporting reflects SouthCol’s holistic approach:

Fiduciary accountability
The summary report details fiduciary objectives and programs to help the investment committee communicate its stewardship work.

Investment accountability
Quarterly performance reports measure the portfolio’s risk and return results against established benchmarks.

Mission accountability
Impact reports measure the impact of the portfolio’s Environmental Social Governance (ESG) and amplification of the mission.

SouthCol’s reporting is in a format that is clear, understandable, and easily shareable.

EMPOWERING PORTFOLIOS: FUNDING AND AMPLIFYING MISSION

At SouthCol, empowering portfolios means that we invest with the intent to provide competitive, market-based returns and in ways that reflect institutional mission.

Working closely with the investment committee, we ensure that the investments are in alignment with institutional priorities.

Our investment strategy follows three key tenets:
– Asset allocation is the primary determinate for overall investment performance.
– We seek seek broad market, index-based exposure from companies that reflect institutional priorities.
– Low fees contribute to long-term performance.

Our Envestnet Partnership

Through SouthCol’s partnership with Envestnet, clients benefit from industry-leading technology, research, analytics, and intelligence. This partnership combines SouthCol’s personal service with the power of a global platform.

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