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OHA endowment director requests second staffer, consultants and systems to build internal investment office
Summary
Endowment director Ryan Lee proposed adding an investment analyst and engaging external consultants to transition OHA’s Native Hawaiian Trust Fund toward a trustee‑directed advisory structure. The two‑year native trust budget request is about $1.9 million and, if approved, will be charged to the trust as investment expense.
Ryan Lee, OHA’s endowment director, told trustees he is proposing to expand internal investment capacity with one investment analyst position, targeted advisory contracts, and analytics systems to support asset allocation and execution of private market commitments.
Why it matters: Lee said moving from a manager‑of‑managers structure to a trustee‑directed model with internal capacity can reduce fees and better align investment decisions with OHA’s long‑term goals for the Native Hawaiian Trust Fund. He…
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