OCIO 101: Why Organizations Are Outsourcing Their Investment Operations
This article provides an introduction to the Outsourced Chief Investment Officer (OCIO) service offering, including discussions of key aspects of the OCIO model and reasons why not-for-profit organizations may consider hiring an OCIO partner to assist with their fiduciary responsibilities.
Learn More
Spending Policies for Endowments and Foundations
This piece is a guide for not-for-profit fiduciaries tasked with developing spending policies for their organizations. In it, we examine different types of spending policies intended to help decisionmakers find the right balance between investment returns and annual spending.
Learn More
OCIO 101: How Do OCIOs Compare to Traditional Investment Consultants?
This article compares the OCIO offering to the traditional investment consultant model that is common throughout the not-for-profit industry.
Learn MoreWe have updated our website with a new look and made it simple to navigate on any device.
We will continue to add more valuable information and features. Please let us know how we are doing.
P.S. For plan sponsors and plan participants, we have a new look for you too. Check out the Wespath Benefits and Investments website.
