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Serkan Altay

Serkan Altay
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    At the Victoria Foundation, https://www.morningstar.ca/ca/news/188323/resource-heavy-funds-make-gains-in-july.aspx managed a $300-$400M endowment portfolio, achieving a 3-year annualized return of 8.4% through strategic investment recommendations and asset allocation. He transformed the foundation's investment approach...

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    At the Victoria Foundation, Serkan Altay managed a $300-$400M endowment portfolio, achieving a 3-year annualized return of 8.4% through strategic investment recommendations and asset allocation. He transformed the foundation's investment approach by revising the Investment Policy Statement to include diverse asset classes, creating an "Investment Beliefs" document, and implementing a negative screening process aligned with granting initiatives. Altay pioneered the foundation's impact investing strategy, engaging with Rally Assets and allocating 5% of endowment assets towards investments aligned with U.N. Sustainable Development Goals. His comprehensive work included monitoring external manager performance, conducting detailed market analysis, performing manager searches for impact investments, and preparing strategic investment memos for the Impact Investment Committee.
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    Author Serkan Altay
    Organization Serkan Altay
    Categories Investing
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