As we all work through the physical, emotional, and operational challenges resulting from the COVID-19 crisis, we want to assure you that our priorities continue to center on the safety and security of our team, their families, and our clients. The information below outlines some of the key precautionary steps we have taken to promote that safety, and to ensure that our portfolio management and operational capabilities remain fully functional. 

Continuity of Operations

Effective at midnight on March 19, 2020, we fully enacted our Business Continuity Plans (BCP) in response to the “Safer at Home” declaration by California’s Governor. Our investment and operations teams are working remotely and, importantly, our business is fully operational.  We continue to evaluate and update the precautions necessary to protect our employees and clients, and to ensure our portfolio management and operational capabilities remain robust and responsive to our business and client needs during this crisis. 

Communications Awareness

We have provided the necessary technology tools for our teams to work collaboratively, and we regularly provide all of our associates with updates from our Management Committee. Our client service team continues to be empowered to respond to client inquiries. In addition, we remain in contact with key third-party vendors, staying abreast of their operational capabilities and contingency processes to support our investment and operational needs.

Experience and Testing

The maintenance and testing of our BCP, including examining the resiliency of our core function capabilities, is part of our normal course of business. Further, in anticipation of the “Safer at Home” declaration, we conducted additional assessments and firm-wide tests to confirm that all staff had the ability to work remotely. Past BCP events, such as power outages and fire, have also helped to prepare us for the current COVID-19 crisis.


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