Lily Zhang

Hightree Advisors, LLC

Hightree Advisors® is an independently owned provider of investment decision tools, success metrics, and risk information. Our mission is to improve investment effectiveness and bring clarity to risk decisions. Hightree invented investment decision metrics, Portfolio Pi® and Eta™ along with technology to provide them. Portfolio Pi measures an investment program's probability of success, and Eta measures the dollar value of potential improvements. Comprised of veteran CIOs, trustees, and consultants, Hightree has lived and experienced the challenges investors face. Like you, we've struggled with tools designed to measure against a benchmark rather than our specific objectives. We know that actionable risk information must include private assets, alternative investments, and all other important parts of the portfolio. We understand that investments share common risk factor exposures and that normalized assumptions fall short in informing investors about extreme outcomes. As the standard for measuring investment success and informing portfolio decisions, Hightree makes the connection between portfolio investments and investors' specific objectives. Our Pi-tree™ Dashboard provides clear, actionable information supporting investors' portfolio and risk management functions. Hightree serves institutional investors, asset managers, and advisors, and its products and solutions are delivered using scalable, next generation technology. Hightree does not offer investment products, does not have discretionary investment authority, and has no conflicting lines of business.